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Retirement Readiness: 5 Steps to Get Ready For Retirement

Wondering if you’re ready to retire? Use this retirement readiness checklist to assess savings, income needs, Social Security, inflation, taxes, and next steps.
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For many families, the holidays are the one moment of the year when everyone comes together without the usual rush of deadlines, school schedules, or conflicting calendars. And while nobody wants to turn a festive gathering into a financial seminar, these warm, unhurried moments can open the door to something surprisingly valuable: meaningful conversations about money, intentions, and the kind of legacy you want to leave.
12/6/2025
Blog
In this week’s 7 Market Movers, Doug Huber explains how markets are navigating delayed economic data, with jobless claims hitting a three-year low despite elevated layoffs. Strong earnings from Snowflake and Dollar General boosted equities, while expectations for a December Fed rate cut climbed above 90%, supporting both small-cap and tech stocks. Treasury yields edged lower, and investors now await key economic reports in the coming weeks for clearer insight into inflation, employment, and Fed policy direction.
12/5/2025
Blog
Learn how 529 plans work in 2025, including tax-free growth, $10,000 K–12 tuition rules, student loan repayment, SECURE 2.0 Roth rollovers, FAFSA impacts, plus steps to choose and use a plan.
12/1/2025
Blog
After several years of stubborn inflation and steep borrowing costs, this holiday season finds many families determined to celebrate, but quietly worried about how much they’re spending. With the average American planning to shell out roughly $1,700 on gifts, travel, and entertaining this year (up from about $1,430 in 2022) those worries are understandable.
11/22/2025
Blog
After hitting record highs, markets have pulled back as volatility returns and investors question whether the AI rally can keep up its pace. In this week’s episode, Gary breaks down what’s driving the recent swings, NVIDIA’s headline-grabbing earnings, and why expectations for another Fed rate cut are fading.
11/21/2025

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