Estate Performance Advisors

06/01/2026

Pursuing financial wellness through strategic financial planning is paramount. Investing in markets demands caution, especially with the buzz around Anthropic, SpaceX, and OpenAI. High net worth individuals must be vigilant about stocks potentially causing market indigestion.

Watch out for indigestion.

05/27/2026

Confidence in retirement might be down, but there's still time to focus on financial wellness! Tweak that financial planning strategy and keep retirees’ spirits higher with some thoughtful adjustments.

Retirement confidence slipped in 2026 for both workers and retirees.

05/20/2026

Keep financial wellness alive by ensuring your financial and estate planning is up-to-date. Avoid family feuds and lengthy battles over inheritance by regularly updating beneficiary information. Family and finances should work together, not against each other.

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

05/19/2026

Financial wellness involves mindful planning, especially for retirement. Medicare may not cover all healthcare costs. Strategies like budgeting can help manage these shortfalls, ensuring more comprehensive financial planning for future security.

Medicare doesn't go as far as expected in covering retirement healthcare costs. Some strategy can help you build a more realistic budget.

05/15/2026

Balancing financial wellness involves planning, even amid political shifts. While some may benefit from a "Trump IRA," it's vital to craft a saving strategy that meets individual needs, especially for low-income earners who may require funds earlier.

Building retirement savings for low-income Americans is a challenging problem, because they often need their wealth before they retire. Here's how an IRA could fit in to your retirement strategy.

05/13/2026

Planning retirement? Consider the potential impact of a 2033 Social Security benefit reduction. Stay proactive by including financial wellness strategies in your plan to secure a stable future despite looming changes.

Over 20% of Americans are receiving Social Security. SS benefits will be reduced in 2033. What changes are being considered? How will it affect you? Read to learn more.

05/05/2026

Financial wellness is like marriage to your money; both need balance and a bit of humor to thrive. Think of financial planning as your bank account's other half, reminding you to save for a vacation instead of a last-minute shopping spree.

Getting hitched to good financial habits means having a solid support system. It's like that spouse who nudges you to stay healthy. Your budget is now reminding you to skip impulse buys and focus on the necessities.

Remember, being single isn’t a life sentence to disorganized finances. Channel the energy you’d spend on date nights into crafting a solid financial plan. After all, who needs dinner reservations when your savings are growing?

Better support systems and spouses reminding partners to take care of themselves seem to be contributing to the lower rates.

04/27/2026

A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...