Economic Insights
Market trends, regulatory changes, and what it all means for your retirement. SECURE 2.0 updates, tax policy shifts, and actionable analysis.
SECURE 2.0 Auto-Enrollment: What It Means for Your Retirement
Starting 2025, new 401(k) plans must auto-enroll employees at 3% with annual increases. If you're nearing retirement, here's how this shift — and the student loan matching provision — could affect your strategy.
2026 Market Outlook: What Retirees Need to Watch
Interest rates, inflation trends, and equity valuations — here's our take on what the 2026 economic landscape means for your retirement portfolio and income strategy.
HSAs: The Most Overlooked Retirement Savings Tool in 2026
With 2026 contribution limits at $4,400 (individual) and $8,750 (family), Health Savings Accounts offer triple tax advantages. After 65, they become even more powerful. Here's why.
How Inflation Quietly Erodes Your Retirement Purchasing Power
Even modest 3% inflation cuts your purchasing power by 25% over a decade. We explain how to build inflation protection into your retirement income plan.
Tax Policy Changes in 2026: The Roth Conversion Window May Be Shifting
With key provisions of the Tax Cuts and Jobs Act set to evolve, the window for strategic Roth conversions may be narrowing. Here's what we're watching and why early-year planning matters.
Auto-Portability: How Automatic 401(k) Rollovers Prevent Retirement Leakage
When workers change jobs, small-balance retirement accounts often get cashed out. Auto-portability features are changing that — and it could affect your consolidation strategy.
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