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Retirement and Wealth Planning Insights

Practical, easy-to-follow guidance on retirement, taxes, investing, and the decisions that shape your financial future.

How Is the Economy Holding Up? A 2025–2026 State-of-the-Economy Update

6 MIN READ
Lauren Williams, financial expert, breaks down why no recession has been called in August 2025 covering strong GDP, resilient jobs, steady spending, and Fed policy that’s keeping the economy moving forward.

From Business Owner to Family Man: Planning a New Future

4 MIN READ
Working with local business owners to create an individualized financial plan is a big part of what we do. And that’s just one reason I love this story.

Five Times Spending More Can Save You Money and Stress

3 MIN READ
From our retirement planning headquarters in Gold River, California, here’s a question that seems like it would be easy to answer: Should you spend more or save more? But my reply is more nuanced about which is better and why.
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