Samalin Wealth

07/09/2026

One of the arguments we hear most often is that the business cycle has somehow been suspended by AI. That fixed income is a relic of a more cautious era.

In our latest blog, we make a measured case for why long-horizon investors may want to think twice before reshaping their allocations around that view — and why the current environment is quietly creating an opportunity that suits substantial, patient capital particularly well.

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Why fixed income still belongs in a long-term portfolio — and why the case is strongest in the moments investors are least inclined to hear it.

06/30/2026

Andrew Samalin recently sat down with matrimonial attorney Michael Fried for his podcast, Five Minutes with Fried, to talk about divorce financial planning — something we've been doing alongside our broader work at Samalin Wealth for years.

The part of the conversation Andrew keeps coming back to: divorce isn't really a financial problem. It's a life restructuring that happens to involve money. The job is to bring clarity to the numbers without ignoring the human reality behind them. You can't unbundle the two.

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"People are people. The field of play is money." Andrew Samalin on divorce financial planning, drawn from a recent conversation on Five Minutes with Fried.

06/24/2026

How long will your retirement savings actually last? 💰

Our Q3 2026 newsletter digs into the questions that keep a lot of people up at night — sustainable withdrawal rates, what rising interest rates mean for your portfolio, and the financial blind spots that come with losing a spouse.

There's also a powerful tip for families with teenagers. Read the full issue at the link below.

Explore financial insights in our Q3 2026 newsletter, covering retirement strategies, tax implications, and the benefits of Roth IRAs for younger generations.

06/02/2026

The Department of Labor is proposing new rules to help employers clarify their responsibilities when considering alternative assets—like private equity or digital assets—in 401(k) plans. While these options could offer more diversification, they also bring unique risks and higher complexity.

The DOL proposes new rules for including alternative assets in 401(k) plans, providing fiduciaries with guidance while addressing risks and benefits.

05/11/2026

How are new tariffs shaping the U.S. economy and your bottom line? Our latest blog breaks down the Supreme Court decision, evolving trade policies, and what shifting import costs could mean for businesses and consumers. Stay informed—read the full analysis on our website.

The Supreme Court Stepped In, but Many Tariffs Stand

Federal Reserve research found that 90% of the economic burden of tariffs was borne by U.S. companies and consumers.

05/07/2026

We are honored to be recognized on USA TODAY’s 2026 Best Financial Advisory Firms list. This achievement reflects our commitment to delivering insightful, fiduciary-focused wealth management for attorneys and professionals. Thank you to our clients, peers, and industry experts for your trust and recommendations.

05/05/2026

Most people approaching retirement don't ask us about market timing or which fund to own. They ask something far simpler — and far more honest: "Am I going to be okay?"

Behind that question sits a lifetime of work, the wish to support family, and a quiet anxiety about what comes next. Answering it well has become harder than it used to be — because retirement today is no longer a single event. It's a series of transitions that can stretch for decades.

Our latest blog walks through what's changed, why "set it and forget it" no longer works, and four questions worth bringing to your next planning conversation.

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“Am I going to be okay?” That question carries everything. The wish to maintain a certain lifestyle.

04/09/2026

Most savings conversations focus on what's left over at the end of the month.

This one starts from the other end.

When savings come last, they compete with lifestyle, spending, and short-term pressure. When they come first — automatically, off the top — they stop being a decision and start being a system.
Markets will rise and fall. A well-designed structure keeps compounding either way.
Andrew Samalin, CFP®, EA, CDFA® breaks down how to build wealth that doesn't depend on market direction 👇

Paying yourself first, before your bills and before putting money in the markets, can be a pathway to freedom.

04/07/2026

Big changes to tax law mean new opportunities — if you know where to look. 💡

Our Q2 2026 newsletter covers what's new for retirement savers, small business owners, and anyone navigating the updated tax landscape this year. We break down the latest contribution limits, Social Security benefit rules, and why foreign stocks had such a strong 2025.

Whether you're planning for retirement or running a business, there's something here for you. Tap the link to read the full issue.

From expanded tax options to new legislation, our Q2 2026 newsletter highlights updates that could influence your financial future.

03/31/2026

Global events like the Iran conflict are causing ripple effects worldwide—from increased fuel prices to market volatility. While disruptions in key oil transit routes may impact everyday costs, history shows that steady portfolios often weather the storm.

The ongoing war with Iran impacts global oil prices and the economy. Understand the broader implications and market trends.