Archive for September 2025
Fed Rate Cut: What Pre- and Post-Retirees Should Know
The Fed Tapped the Brakes Last week, for the first time this year, the Federal Reserve cut interest rates by a modest quarter point. On paper, that may not look…
Read MoreLeaving a Legacy: Life Insurance vs. Roth IRAs: Which Legacy Tool Fits You Best?
One of the most common questions we hear from retirees and pre-retirees is: “What’s the best way to leave money to my loved ones — life insurance, a Roth IRA,…
Read MoreGovernment Shutdowns & Retirement: What You Really Need to Know
Headlines about inflation, interest rates, and jobs are already noisy enough. Now, with Congress just days away from a funding deadline, many people are asking: what happens to Social Security,…
Read MoreRoth IRA Conversions Before Age 73: 5 Key Factors to Consider
As you near age 73, one of the biggest milestones in retirement planning comes into play: required minimum distributions (RMDs). Once RMDs begin, your flexibility narrows — and that’s often…
Read MoreSeptember Market Update: Rates, Tariffs, and Retirement Strategies
As summer winds down and fall begins, questions around interest rates, tariffs, and market direction remain front and center. 🎥 Watch this month’s Matt’s Minutes video here (full transcript below). ⏱…
Read MoreProhibited Transactions: Avoid Costly IRA Mistakes
For many people in or nearing retirement, IRAs are a cornerstone of their financial plan. But even a small misstep can create big problems. One of the most common —…
Read More