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When Was the Last Time You Read Your Life Insurance Policy?
When we get to life insurance in a planning meeting, most families tell me they’re covered. They’re usually right that they own something. What’s harder to ...
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What Is Dollar Cost Ravaging? The Risk Most Retirees Never See Coming
Building wealth and spending wealth are two different skills. The same market decline that helped you accumulate assets can become a risk once withdrawals ...
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Executive Tax Planning in 2026: 8 Moves to Understand Before Year-End
If your employer withheld 22% from a bonus, that wasn’t necessarily your tax rate.
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Why Hold Bonds When They’re Down? Fixed Income in Retirement
Fixed income has been one of the lowest performing asset classes of the past year, and it is negative year-to-date. So why hold bonds when they’re down? ...
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If I Had a Million Dollars in 1988, What Is It Worth Now?
I heard “If I Had $1,000,000” by the Barenaked Ladies over the weekend, and — because this is apparently what happens to your brain after some time in the ...
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Top 10 Signs It’s Time to Fire Your Financial Advisor
Loyalty is a virtue. Misplaced loyalty is expensive.
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The Trust Paradox: Why a Generation Chose TikTok Over Fiduciaries
Picture a happy, successful-looking person sitting at a nice desk, surrounded by thriving houseplants (for whatever reason, so many seem to have houseplants), ...
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How Today's Marginal Rate Shapes Tomorrow's Inheritance
There’s a version of your tax situation that only your children will ever see.
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Why Your Advisor Isn’t Listening: The Skill the Industry Never Taught
John Gatewood, CFP®, CLU®, is the founder of Gatewood Wealth Solutions and the author of The Listening Advisor.
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Retirement Plan Design That Works for Owners and Employees
Hiring has changed. So has keeping people.
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The Cost of Waiting: 5 Common Financial Planning Gaps
No one sits down one morning and decides to leave their financial plan incomplete.
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What If the Forecast Is Right, But the Strategy Is Wrong?
A Closer Look at ITR Economics’ 2030 Depression Call and Why We See It Differently
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