Ultimately, retirement planning should be tailored to individual goals, factoring in spending patterns, taxes, healthcare needs, and longevity. This is where we come in to customize your retirement plan to what you find valuable and how you want to spend your retirement years.

Tariffs cause uncertainty among businesses and consumers. Businesses don't want to commit to any projects because of a murky outlook and consumers are increasingly pessimistic about the economy's future. This can cause them to tighten their purse strings, and a recession almost becomes a self-fulfilling prophecy. In a worrying sign, March's University of Michigan consumer confidence survey came in at the lowest level since 2022.

The markets are telling us a story right now - they're craving certainty in a world full of question marks. Investors are recalibrating strategies as new economic signals emerge daily.

Avoid four costly estate planning mistakes that could undermine your intentions. From failing to review your plan to misaligned legal documents, these common missteps can create major issues for your loved ones. Learn how to structure an effective estate plan with these essential tips.