How Long Will My Money Last? Retirement Planning for a MaxAMAZING™ Future
For many pre-retirees, the transition from saving to spending feels less like a victory lap and more like a tightrope walk. You’ve spent decades accumulating [...]
2026 Q1 Economic and Market Review / Preview
Let's take a look at the Key Indices in Q4 2025, then we'll dig into a review of Q1 2026 and preview what we can [...]
Partnering for a MaxAMAZING™ Year End
As the year draws to a close, it’s the perfect time to pause, reflect, and make sure your financial plan still reflects you—your goals, your [...]
O3B Tax Planning: Make the Most of the New Tax Law
Smart Strategies for Retirees and Pre-Retirees Whether you’re in your peak earning years before retirement or living on a fixed income afterward, taxes remain a [...]
OBBB Tax Planning: Understanding this New Bill and Its Impact
What are the potential implications of the "One Big Beautiful Bill" on your taxes. In this webinar, Len Hayduchok, CFP®️, CEO, and Shane Scott, financial [...]
How to Live Fully, Love Deeply, and Use Your Money with Purpose in Retirement
So, you made it. You’re retired. Maybe you’re near the water, in the mountains, in a quiet rural town, or close to family in the [...]
Understanding the Distinctions Between Standard of Living, Lifestyle, and Quality of Life
We all want to live nice lives, heck, more than nice. We all have a vision of what a “great life” would look like for us. It might have a splash of luxury, or a deep sense of comfort. It might [...]
Economic Contraction, The Rolling Recession Since June 2022 and the Path Forward
Economic Contraction The U.S. economy contracted at an annualized rate of 0.3% in the first quarter of 2025 (1) (preliminary data release on 4/30/25), marking [...]
Valentines: A Springboard into MORE
Valentine’s Day is a special day to touch some of the most meaningful people in a retiree's life – those with whom they share their [...]
