It's probably not the AI you're thinking of.

It's not without work, but the payoff could be worth it.

Right now, what’s happening in portfolios today looks strikingly similar to what we saw back in the 1970s.

By now, you’ve probably seen more than one summary of the One Big Beautiful Bill Act. And yes, it’s big. But here’s the real reason — it’s not just a bill or an act… it’s a Bill Act. Double the nouns, double the fun.

What if your beach trips weren’t just vacations, but investments? What if your summer escape could pay for itself or even generate income?

Annuities often get a bad rap, but they can be a game changer for everyday millionaires trying to turn savings into reliable income. In this post, Ethan Lohr, CFP®, shares why annuities deserve a second look and how The Four Buckets framework helps clients retire with more confidence—and less fear.

Retirement is more than finances—it's about purpose, connection, and creating the life you want. Discover how to plan for both income and impact in retirement.

Inheriting an IRA? Learn what to do next—whether you're a spouse or non-spouse—with clear, tax-smart strategies to make the most of your legacy.

Discover how retirees can navigate market volatility using the Four Buckets Retirement Income Strategy®. Learn how to protect your income and make smart investment decisions during uncertain times.

Discover why age 59½ is a pivotal milestone for retirement planning. Learn how an in-service rollover can give you more control and flexibility for retirement income

Learn how the Four Buckets strategy helps retirees reduce taxes, boost income, and leave a smarter legacy. It's not just about saving—it's about using it well.