Planning for retirement can feel overwhelming. You want to ensure your financial future is secure, your lifestyle is comfortable, and your goals are achievable. That’s why understanding the full scope of retirement planning and post-retirement support is essential. I’m here to guide you through the key aspects of preparing for retirement and what comes after, so you can feel confident every step of the way.

Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2024 through the third quarter of 2025, Social Security beneficiaries and Supplemental Security Income (SSI) recipients will receive a 2.8 percent COLA for 2026.

Before 2025 ends, taking proactive tax and financial steps can significantly reduce your tax burden and strengthen your long-term financial health. The most effective year-end strategies focus on retirement contributions, charitable giving, investment management, and optimizing income and deductions.

US stocks edged higher as Wall Street kept up a record-setting streak on the back of Big Tech mega caps. - Boeing Defense, Space & Security to leverage Palantir capabilities across programs for global military customers