Retirement Refined, LLC

07/22/2026

86 companies in the S&P 500 report earnings this week, including Alphabet, Tesla, and American Express. After a strong start to earnings season, the bar for "good enough" just got higher. Here's what we're watching and why:

Oil prices, inflation data, and AI questions rattled markets last week. Here's what retirees should watch and why the pullback isn't cause for alarm.

07/20/2026

Headline inflation fell 0.4% in June, the largest one-month drop in years. Core CPI, which strips out food and energy, held flat at 2.6% year-over-year.

Two numbers, two different stories about where prices are headed. This week's Retirement Report unpacks both. Full report: https://www.retirementrefined.com/market-volatility-retirement-investing/

Oil prices, inflation data, and AI questions rattled markets last week. Here's what retirees should watch and why the pullback isn't cause for alarm.

07/18/2026

Even though rain is on the forecast today, we’re bringing a little sunshine to your feed! ☔️☀️

We thought it’d be fun to start sharing a few personal moments outside the office. This week: Paul enjoying time at the beach with his family, and Colette cooling off by the pool, with her partner, Chuck...and a couple toucans!

Where’s Ben? Don’t worry—we’re saving him for one of our upcoming Get to Know Us posts! 😉

We hope you’re finding a way to enjoy your weekend, rain or shine.

07/16/2026

Our hearts are with Canada🇨🇦❤️

07/15/2026

Missing an RMD can lead to a penalty.

The penalty used to be 50%, but it’s now generally 25% and may be reduced to 10% if corrected in time. If you miss one, take the distribution quickly and address it properly with IRS Form 5329.

Watch our latest clip for more!

07/14/2026

⚾ Who’s watching the MLB All-Star Game tonight?

07/14/2026

Earnings season begins this week, and Wall Street's expectations are high once again. Meanwhile, three inflation reports could reshape the interest rate conversation before Friday. Our latest Weekly Retirement Report breaks down what's ahead and the four themes likely to define the rest of 2026.
READ MORE →

Our second half 2026 market outlook covers earnings season, inflation, the Fed, and mid-term elections. See what it means for your retirement plan.

07/08/2026

We have a question for you…

What do you think Ben and Paul are talking about? 🤔

Retirement planning?
📈 Investments?
💰 Tax strategies?
☕ Or just who’s buying the next cup of coffee?

Drop your guess below! 👇

07/08/2026

For married couples, IRA withdrawal decisions can affect future RMDs.

If one spouse is closer to RMD age, taking needed withdrawals from that account first may reduce future required distributions and future taxes.

It’s not a rule for everyone, but it’s worth discussing.

Watch our latest clip for more!

07/07/2026

We’re collecting pop tabs! 💙💛

Starting today, you’ll find a collection bowl right on our front desk for Ronald McDonald House Southern New Jersey.

If you’re out and about, we’d love for you to stop in, say hi to Paul, Ben, or Colette, and drop off your pop tabs. It’s a simple way to help families who are going through some of life’s toughest moments.

We always enjoy seeing familiar faces, and this is a great excuse to stop by!

Thank you for helping us make a difference—one pop tab at a time! 🙃

📍 Retirement Refined, LLC