THE SILVER LINING BLOG

This month, my newsletter explores the following topics: • Medicare negotiates lower prices on fifteen popular medications • The ‘common man’ rule of retirement spending • How annuities help balance income and inheritance • Will this 401(k) rule hurt your savings? As the new year begins, it may feel like a clean slate, but the underlying drivers of market volatility and economic uncertainty persist. Please get in touch with me if you want to discuss how I might a

This month, my newsletter explores the following topics: How household preparedness bolsters a strong economy IRS announces 2026 income tax updates New rule changes 401(k) tax deferral rules Three tax breaks ending permanently in 2026 As year-end approaches, it's time to start devising and implementing strategies to make the most of your financial efforts this year. Please get in touch with me if you would like to discuss the measures to maximize profits and minimize taxes f

This month, my newsletter explores the following topics: Why inflation is called retirees’ greatest enemy Steps to take to achieve debt freedom Three key things to know about annuity taxes Six changes coming to Social Security in 2026 It can be challenging to understand how the markets are responding to the rapid shifts in global and domestic events. However, virtually all change brings with it opportunity. Please get in touch with me if you would like to discuss how this vol