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Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way.
In this episode, David breaks down what really happens when you inherit a house, why taxes are usually less painful than expected, and what non-tax issues can complicate the decision.
The amount of life insurance you need changes significantly as your life and responsibilities evolve. David shares practical considerations for thinking through coverage needs at different stages of life, from early adulthood through retirement years.
Feeling behind on retirement savings can be overwhelming, but it doesn’t mean you’re out of options. In this episode, David walks through five practical steps to help you regain clarity and momentum, whether you’re early in your career or approaching retirement.
Today, David is breaking down some of the year’s biggest headlines and what they may mean for your plan moving forward. 2026’s headlines might look different, but the same drama will likely exist. So, what can you do? Aim to control your plan, your savings habits, and your long-term strategy. That’s what can help turn
Sometimes the smartest move in retirement planning isn’t knowing all the answers. It’s about learning to ask better questions.
Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story.
Bonds used to be the ‘boring’ part of a portfolio; considered safe, steady, and not very exciting. But with yields at multi-decade highs, a lot of people are asking: is now the time to give bonds a bigger role in your investment strategy?
Most people don’t feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think, and none of them involve yachts or private jets.
