Retirement strategist helping you make your second act your best act. Education-first. Faith-aware.
Sep 9, 2026
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3 min read
Taxable, Tax Deferred and Tax Free Buckets
Market News
Sep 7, 2026
4 min read
The August jobs data just rewrote the script heading into the Fed's September meeting.
Sep 2, 2026
The most valuable tax years of your life may be the ones right after you retire
Aug 31, 2026
I break down the biggest financial signals from the past 7 days.
Aug 26, 2026
The Roth question almost every federal employee gets wrong
Aug 24, 2026
Inflation cooled. Your benefit projection did too. Here's the plain-English version.
Aug 19, 2026
2 min read
Why Good Savers Can Still Run Out of Money in Retirement
Aug 17, 2026
The numbers moved. Here's how it touches your retirement income plan.
Redesign Retirement
+1
Aug 12, 2026
The biggest retirement fear isn't running out of savings — it's not knowing whether you will.
Aug 10, 2026
5 min read
July lost 23,000 jobs, yet the S&P 500 hit 7,700 for the first time. I'll explain.
Aug 5, 2026
The Estate Planning Fact Most People Miss
Aug 3, 2026
Three big reports. Here's what actually matters for your retirement.
Jul 29, 2026
The SECURE Act and Inherited IRAs: How the 10-Year Rule Changed Your Estate Plan
Jul 27, 2026
Three stories from the past 7 days that directly touch your retirement account.
Financial Literacy
Jul 22, 2026
Life Insurance Living Benefits: The Provision Most Policyholders Don't Know They Have
Jul 20, 2026
Inflation cooled. So did the COLA forecast. Here's the good news — and the catch.
Jul 14, 2026
Most people enrolled in their group life insurance on day one. Most never looked at it again.
Jul 13, 2026
A weak jobs report, a split Fed, and two retirement wins you may have missed.
Jul 8, 2026
Healthcare costs most retirees, never saw coming
Jun 30, 2026
Not because people don't care. Because nobody wants to think about needing it.
+2
Jun 29, 2026
Four stories from this week worth a second look.
Jun 23, 2026
Two benefits. One decision window. And most people never model it out.
Jun 19, 2026
Rate hikes are back on the table, what that means for your plan
Jun 16, 2026
If you're married, Social Security isn't one decision, it's two
Jun 12, 2026
4.2% inflation, a Social Security warning, and a Fed meeting in 5 days.
