When Should You Claim Social Security?
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
Author: Orin Fries
October: National Retirement Security Month
October is National Retirement Security Month—a great reminder to pause and check in on your financial security. Retirement planning is more than just numbers; it is about preparing for your life’s unexpected turns, protecting your loved ones and giving yourself the confidence to make choices that align with your values. Research shows individuals who plan…
Financial Planners Can Bridge the Gap
As you accumulate wealth over a lifetime, complexity follows. Early in your career, financial planning may have consisted of budgeting, cash flow, building an emergency fund, and getting proper insurance in place. You may even engage an advisor for investing, an attorney to draft wills, or a Certified Public Accountant (CPA) to do your taxes….
Resources — 2025-2026 Year-End Tax Planning Guide [PDF]
Staying current on the evolving tax landscape is crucial for effective financial planning. Download our Annual Tax Planning Guide and Year-End Planning Checklist to help keep you informed and on track about current tax and legal regulations.
Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG), to explore how a local dream grew into a $6 billion enterprise. Chris shares lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family,…
Beauty or Beast: The “One Big Beautiful Bill Act” and Key Tax Changes to Prepare For
The passage of the “One Big Beautiful Bill Act” (H.R. 1) has many excited for extensions from the 2017 Tax Cuts and Jobs Act legislation. Others are feeling disheartened by the significant cuts made to important programs like Medicaid and SNAP. Regardless of your personal viewpoint, from a planning standpoint, it’s important to understand what…
Is Now the Time to Consider Alternative Investments in Your Portfolio?
Most people are familiar with traditional investments, such as stocks and bonds; however, alternative investments may be foreign to many investors. Although alternative investments can be traced back to the 1800s, they gained notoriety in the 1980s to protect assets from market volatility1. What are alternative investments? An alternative investment (also known as Alts) is…
Two the Point – Earnings Climb as the Fed Divide Grows
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Earnings, Expectations, and Economic Balance
In our weekly video series we highlight important observations regarding the economy and the financial market.
WEBINAR REPLAY: Making Your Money Last: A Guide to Retirement Income Planning
Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together to fund your lifestyle. We also discussed how to estimate your monthly and annual income needs while planning for healthcare and other…
Target Date Funds: What You Need to Know
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
Two the Point — Signals in the Static
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — The Quiet Strength of the Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
Are You Financially Responsible for Your Parents?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
Two the Point — No Cuts, No Clarity
In our weekly video series we highlight important observations regarding the economy and the financial market.
Caring for Aging Parents and Estate Planning: What the Children Need to Know
As parents age, adult children often find themselves in the dual role of caregiver and financial planner — a balancing act that can be emotionally and financially taxing. This dynamic, frequently referred to as the “sandwich generation,” describes those who support their children while caring for aging parents. One crucial yet often overlooked aspect of…
Two the Point — Cool Inflation, Warm Risks
In our weekly video series we highlight important observations regarding the economy and the financial market.
Secure Your Wishes: 4 Essential Reasons to Have a Living Will
In today’s fast-paced world, planning for the unexpected is more important than ever, especially when it comes to our health and medical care. A living will serves as a vital safeguard for individuals and their loved ones, articulating one’s preferences for medical treatment in situations where they may be unable to voice those choices. This…
Estate Plans: Not Just for the Wealthy
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
Two the Point — Redefining the AI Race
In our weekly video series we highlight important observations regarding the economy and the financial market.
Wills vs. Trusts: Which One Do You Need?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
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