by lightforcemarketing | May 22, 2026 | Financial Planning, Questions, Retirement
Every spring without fail, someone asks me about it. “Gerald, should I sell in May and go away?” I appreciate the question because it tells me the person is paying attention. But my answer is almost always the same: no, and I want to tell you why. The...
by lightforcemarketing | Mar 24, 2026 | Financial Planning, Retirement
If you have been following the news lately, the headlines around tariffs have felt like a moving target. And for retirees and pre-retirees watching their portfolios, that is worth addressing directly. Here is what actually happened and what it may mean for your...
by lightforcemarketing | Jan 21, 2026 | Financial Planning
Market fluctuations and uncertainty have a way of dominating the headlines. You’re much more likely to start your day with news about recessions, inflation, and affordability crises than with a positive outlook from the talking heads. It just goes to show that...
by lightforcemarketing | Oct 30, 2025 | Financial Planning, Retirement, Small Business
As the year winds down, some business owners shift their focus to wrapping up projects, managing cash flow, and squeezing in a few more client wins before the holidays. But this time of year could provide financial opportunities that are worth considering, especially...
by lightforcemarketing | Jul 29, 2025 | Financial Planning, Retirement
The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces sweeping changes to business taxation and operations. With over 35 major provisions affecting everything from capital investments to reporting requirements, understanding these changes could...
by lightforcemarketing | Jun 20, 2025 | Financial Planning, Retirement
As you approach retirement, the financial decisions you make today could significantly impact your quality of life for the next 20-30 years. We regularly meet with clients who are 5-10 years from retirement and facing a common concern: how to manage their tax burden...
