Other

The 4 Percent Rule – Revisited

Rodney Brooks

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February 16, 2026

“How much of my nest egg can I withdraw each year without running out of money?” That’s the age-old question retirees ask themselves and their financial planners. It… […]

Budgeting and Financial Planning

Skyrocketing Homeowners Insurance?

Rodney Brooks

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February 16, 2026

Nearly half (47%) of homeowners said their insurance has experienced a premium increase in the past year, the highest rate of increases in more than a decade, according to the… […]

Financial Literacy

Year-End Tax Strategies for Seniors

Rodney Brooks

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February 16, 2026

As if year-end tax planning wasn’t complicated enough, the so-called “One Big Beautiful Bill” approved by Congress earlier this year is bringing changes that will have an… […]

Budgeting and Financial Planning

Thrive in the Downturn: Turning Recession Chaos into Your Comeback Story

Katie Conroy

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November 24, 2025

Recessions are like unexpected thunderstorms — they may drench everyone, but not everyone gets equally soaked. While some panic, others grab an… […]