Blog

Staying Retired When the Market Gets Bumpy: How to Protect Your Income Plan

Jeff Mahoney

Wednesday, October 15, 2025

The market doesn’t care that you’re about to retire. The real risk isn’t downturns—it’s bad timing and panic. Learn how cash, stable income, and growth buckets keep your paycheck steady when headlines get scary.

Medicare & Social Security: Two lanes, one car.

Jeff Mahoney

Monday, September 22, 2025

When people approach retirement, they often treat Medicare and Social Security as separate decisions. “I’ll figure out when to claim Social Security, and then I’ll handle Medicare when I turn 65.” But here’s the problem: they’re not...

When most people think about retirement, they imagine freedom. No more early alarms, a bit more travel, maybe spoiling the grandkids. But there's one area that often catches retirees off guard—not because it's unexpected, but because...

Financial independence is a popular phrase in the personal finance world, but what does it actually mean? At its core, financial independence is the point where your accumulated resources—your savings, investments, and other income...

A conversation I’ve had more than a few times lately goes something like this: “We make a great income… but at the end of the month, there’s not much left.” Let’s paint the picture: 👨‍👩‍👧‍👦 Dual-income household💰 $350,000 combined...

What My Son's Youth Wrestling Season Taught Me About Business

Jeff Mahoney

Tuesday, May 20, 2025

My son Duke’s youth wrestling season wrapped up this past weekend. It was a long one—packed with early mornings, tough matchups, and plenty of challenges. Here are five lessons Duke reminded me of this year.

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

A restricted stock unit (RSU) is a popular equity compensation structure that companies use to reward employees and incent them to stay with the company. So, how do they work?

A written financial plan makes you more than 2x more likely to achieve financial freedom. Here are the basics of what to focus on.

When it comes to saving money, I often here people express frustration because they either don't know where to start or if they have started, what to do next. Here is my thoughts on how to prioritize saving money.