Archive for February 2026
The Longer Retirement Reality (And Why We Watch the Horizon Carefully)
Every so often, someone asks us a thoughtful question:“What are you keeping an eye on for us?”It’s a fair question.From the outside, retirement planning can look quiet. There aren’t always…
Read MoreOne Form That Deserves a Second Look
Most estate plans are carefully drafted and thoughtfully discussed. Yet there is one document that often doesn’t receive the same ongoing attention: your beneficiary form. When it comes to retirement…
Read MoreHow Social Security Is Taxed — And How to Think About It in Retirement
In this week’s Richmond Refresher, we talked about one of the most misunderstood parts of retirement: how Social Security is taxed — and why it can sometimes feel surprising. Understanding…
Read MoreHow to Choose a Tax Professional for Retirement Planning
Learn what to look for in a tax professional for retirement planning, including IRA rules, Social Security taxation, and RMD considerations Choosing the Right Tax Professional for Retirement Planning Managing…
Read MorePerspective Matters: Markets, Headlines & Staying Grounded in 2026
As we move further into 2026, it’s hard to ignore the steady stream of headlines — interest rate decisions, political developments, global uncertainty, and questions about where markets go next.…
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