Helpful Resources

Divorce planning is often viewed through a legal lens, but for financial advisors, CFP® professionals, CDFAs®, and wealth managers, the real challenge is helping clients understand how today’s decisions affect the next 10, 20, or even 30 years of their financial lives.

Retirement Isn’t Just About the Numbers: Key Lessons from J.P. Morgan’s 2026 Guide to RetirementRetirement planning conversations are changing.For years, retirement advice focused heavily on accumulation, withdrawal rates, and portfolio construction. But during a recent Financial Experts Network webinar featuring Sharon Carson of J.P. Morgan Asset Management, the conversation expanded far beyond spreadsheets and Monte Carlo projections.

Why Roth Accounts Often Look Better in Long-Term ModelingOne of the biggest findings from the presentation was surprisingly consistent:Across the simulations presented, overweighting traditional retirement accounts was never the best-performing strategy.That doesn’t mean traditional accounts are bad. Far from it.But the modeling repeatedly showed that:

Artificial intelligence is rapidly changing the financial advice industry—but not always in the ways advisors expect.

2021 Annual Report by the Social Security Board of Trustees By Kurt Czarnowski

Highlights of the 2021 Annual Report to Congress by the Social Security Board of Trustees By Kurt Czarnowski

TAX-EFFICIENT ASSET LOCATION

5 Things You Need to Know about a Health Savings Account