by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
by Ryan Shumaker | Jan 25, 2026 | Blog
Google searches for the term “AI bubble” have been skyrocketing of late, which should come as no surprise when nearly 80% of the gains in the US stock market came from AI related businesses last year. The growth of AI stocks over the last 3 years is reminiscent to the...
by Ryan Shumaker | Dec 27, 2025 | Blog
There are only three questions you need to answer to ensure your money continues working for you throughout your retirement. Over the past two months, we’ve covered “How Long Will You Live?” and “How Much Will You Spend?” both of which you can revisit under the...
by Ryan Shumaker | Nov 7, 2025 | Blog
To know whether or not you’ll outlive your money or if your money will outlive you requires answering 3 questions. To get caught up on question one read “Part 1: How Long Will You Live?” This month, we’re tackling the second question, which is, “How Much Will You...
by Ryan Shumaker | Sep 19, 2025 | Blog
Will you outlive your money or will your money outlive you? This is a question that every retiree should know the answer to before they decide to retire, but more often than not they don’t. You might even be retired and reading this right now and have no idea. The...
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