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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Wealth Personal, deems reliable but in no way does Wealth Personal guarantee its accuracy or completeness. Wealth Personal had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Wealth Personal. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Wealth Personal, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

The Most Important Ages of Retirement

The Most Important Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about. The retirement clock doesn't start the day you stop working. It's better to think of this period of your life as a range of important dates and milestones spread...

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Planning to retire in 2025? Do these 7 things now

Planning to retire in 2025? Do these 7 things now

A wonderful retirement is the goal of many people, and you want it to come off without any major snags. But retirement plans always face challenges, whether it’s the volatility of the markets, the affordability of healthcare or the risks posed by inflation. Plus,...

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3 Retirement Mistakes That Can Still Be Fixed in 2025

3 Retirement Mistakes That Can Still Be Fixed in 2025

Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble along the way. If you’ve made financial missteps or feel unprepared as you approach retirement, you’re not...

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8 Ways to Keep From Going Broke in Retirement

8 Ways to Keep From Going Broke in Retirement

Budgeting, saving and investing tips to help make your money last as long as you do No matter how diligently you’ve been saving for retirement, it’s hard not to worry about outliving your money. But you can take several steps to contain your expenses, manage your nest...

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A Loved One Died and Left You an Inheritance. Now What?

A Loved One Died and Left You an Inheritance. Now What?

Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to receive an inheritance. As older generations pass away and leave money to their families, a great wealth transfer is underway. Those bequests could...

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10 Things Retirees Should Stop Spending On Now

10 Things Retirees Should Stop Spending On Now

Say goodbye to second cars, warehouse stores and other no-longer-necessary expenses Retirement is a time to rethink some things: how we fill our hours and days, what we do for fun and fulfillment. And, maybe, all that stuff we’ve been spending money on for years. You...

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10 Simple Financial Tasks You Can Tackle in an Hour

10 Simple Financial Tasks You Can Tackle in an Hour

You won't believe how much you can accomplish — and save — in just a few minutes Have 60 minutes to kill? You could spend it watching TV or playing games on your smartphone. Or you could spend it saving money, by ticking some easy but important financial tasks off...

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Weekly Market Commentary

U.S. equity markets were little changed for the week; that said, the S&P 500 and NASDAQ were able to forge another set of all-time highs. A busy Q2 earnings calendar saw 12% of the S&P 500 report earnings.  Earnings from several large banks came in better than...

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Weekly Market Commentary

A barrage of tariff letters sent to over 20 countries by President Trump yielded very little movement in the financial markets.  Trump announced that there would not be additional extensions to negotiations and that tariff levels sent in these letters would go into...

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Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week produced another week of gains for US equity indices.  The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%.  Trump’s reconciliation bill was passed by the Senate and subsequently approved by the House,...

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Weekly Market Commentary

The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street.  A de-escalation of the Iran-Israel-US conflict happened on the twelfth day after Israel's initial strikes.  The US bombed three key nuclear...

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Weekly Market Commentary

Weekly Market Commentary

Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a resolution to the conflict. President Trump opened the door...

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Weekly Market Commentary

Weekly Market Commentary

US markets advanced in an erratic week of trading. The S&P 500 ended the week above the 6000 level and is up nearly 24% from the April 7th lows. Investors continue monitoring global trade policy, hoping more trade deals will be signed soon.  Trump acknowledged...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week was busy. Trade uncertainties continued to be on investors' minds, with several trade stories hitting the tape throughout the week.  News on Tuesday that President Trump had extended the timeline for negotiations with...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a busy week on Wall Street.  The Dow Jones Industrial Index and the S&P 500 went positive for the year, catalyzed by the announcement that China and the US would significantly lower tariffs for 90 days as trade negotiations continue. ...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US financial markets were little changed last week as investors continued to weigh the implications of the Trump administration's trade policies.  A trade agreement between the US and the UK set a constructive tone and is likely to provide a...

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Last Week in Chicago

By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A sellout crowd of over 260 financial professionals from across the country joined us for some intense IRA and retirement...

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How Trump Accounts Work

By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump accounts.” The rules surrounding these accounts are complicated, and many media outlets are reporting...

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3 Retirement Account Takeaways from OBBBA

By Sarah Brenner, JD Director of Retirement Education On July 4, 2025, President Trump signed into law the “One Big Beautiful Bill Act” (OBBBA). This mammoth domestic policy and tax law is hundreds of pages long and will impact many people in all kinds of ways. What...

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OBBBA: No IRA Changes, but More Roth Conversions?

By Andy Ives, CFP®, AIF® IRA Analyst Hopefully Ed Slott and Company is your trusted, go-to source for all things IRA and retirement plan related. Let’s be clear about the “One Big Beautiful Bill Act of 2025” (OBBBA), enacted on July 4. There is no “SECURE 3.0” in this...

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How Company Plan Loans Work

By Ian Berger, JD IRA Analyst Most company retirement savings plans, such as 401(k), 403(b) and 457(b) plans, are allowed to (but not required to) offer plan loans. According to a survey by the Employee Benefits Research Institute, as of the end of 2022, 52% of 401(k)...

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