The Retirement Blog
How is the Market Impacting Your Retirement?
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Market Update: Earnings Season Begins Amid Policy Uncertainty
Markets reacted swiftly last week as strong bank earnings were overshadowed by policy headlines, rising interest rates, and growing uncertainty surrounding the Federal Reserve. From a…
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Powell under Pressure – Stocks Higher to Start 2026
Investors began 2026 with a measure of optimism, as all major market averages finished the first week of the year in positive territory. Market Performance –…
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The Sandwich Generation: A Financial and Emotional Blueprint for Supporting Aging Parents
Framing the Issue Life is good! Your kids are out of college, and you are now empty nesters. Your career is mature; your finances are in…
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A Look Ahead to 2026: Key Market Questions and a Critical Tax-Season Reminder
As we enter 2026, investors and retirees are confronted with a financial landscape that presents both opportunities and challenges. Critical questions arise regarding market dynamics: Will…
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Paul Levin Earns the Tax Planning Certified Professional® (TPCP®) Designation
When planning for retirement, many focus on investments and health care costs, but one crucial factor often overlooked is taxes. As they can become one of…
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Year-End Market Update and Key Financial Planning Considerations for 2026
Markets ended 2025 on a positive note, but what does that momentum mean for 2026? This year-end update reviews recent market performance, economic data, interest rate…
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Looking Ahead to 2026: Market Forecasts and Key Considerations for Retirees
As Wall Street firms release their outlooks for 2026, forecasts point to modest equity gains and a relatively stable bond environment. This update reviews key market…
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Federal Reserve Update – Markets Digest the Message
The Federal Reserve cut interest rates by 25 basis points while offering a more optimistic economic outlook. In this week’s market update, we review how stocks…
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Fed Rate Cut This Week? Population Growth Trends and Impact on Our Economy
This week, all eyes and ears will be focused on the Federal Reserve’s rate decision, with many anticipating a 0.25% rate reduction. The Fed appears to…
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