Nick Allen

Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.

Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.

In July of 2025, Chief Financial Planning Officer Tim Hilterman wrote an article highlighting some of the changes to the tax law in the recent “Big Beautiful Bill.” In this article, we’re going below deck and exploring one of those changes in more detail – the Senior Tax Bonus.