As a financial advisor, I hear a lot of questions about Social Security — and rightly so. It’s a critical piece of retirement planning for retirees. If you’re wondering whether Social Security will be there for you, when you can claim it, how much you’ll receive, and how your choices impact your future — you’re not alone. Let’s walk through these essential questions together.

The U.S. stock market has faced some challenges during the month of March, driven by concerns around tariffs, economic growth, and the impact of artificial intelligence (AI) creating uncertainty. However, there are still reasons to remain hopeful, especially for long-term investors.

Tax season is here, and while it can seem overwhelming, preparing ahead of time can make the process much easier. Whether you’re still working, newly retired, or enjoying the benefits of retirement, taking the right steps will help you file with confidence—and maybe even uncover opportunities for savings.

If you’re thinking about sharing some of your wealth with family members or loved ones, it’s helpful to understand the IRS rules around gifting. Gifting can be a wonderful way to support the people you care about, and it’s also an effective strategy for reducing your taxable estate. With a few guidelines in mind, you can make sure your generosity doesn’t come with any extra paperwork or tax surprises.