Luke Stuart

06/10/2026

Retirees often focus on the risk of spending too much in retirement. But spending too little poses another kind of danger.

01/02/2026

08/14/2023

In 2022, reported consumer losses to fraud totaled $8.8 billion. Younger adults ages 20-29 reported losing money more often than older adults ages 70-79.

08/08/2023

Everyday living expenses are a major obstacle to students earning degrees. Here's what you need to know to budget for them.

07/28/2023

Thank you, Sam! You are the best!

01/12/2023

Secure Act 2.0 creates some of the biggest opportunities in the retirement planning landscape in years. 2023 is the time to rethink your retirement savings options and income distribution strategies. Contact me if you would like to see how you might benefit from these changes.

Congress recently passed the Secure Act 2.0 as part of the Omnibus Spending Bill. Here’s how it may affect the way you save and spend in retirement.