The Retirement Report
How is the Market Impacting Your Retirement?
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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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2025 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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Stock Volatility Rises, Bonds Hold Firm
A volatile week saw stocks retreat despite strong earnings, while bond markets continued their steady performance. Plus, CMS released important Medicare premium updates for 2026.
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Stock Volatility Increases – Lack of Government Reports Impacting Rate Expectations
Stock volatility rises as missing economic data clouds the Fed’s next move. Discover how the government shutdown, shifting rate expectations, and Nvidia’s upcoming earnings are shaping…
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Stocks Drop Despite Strong Profits — Shutdown Resolution in Sight?
Stocks registered a rough week in the face of record corporate profits. 446 of the 500 S&P 500 companies have now reported quarterly earnings, with 80%…
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Bitcoin Made Simple: What It Is and Why People Keep Talking About It
Learn what Bitcoin really is, explained in plain English for retirees and beginners. Understand how it works, why it matters, and whether you should care.
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