Tax Return Filed? Help Clients Start Planning for Next Year Now

Published on May 12, 2026

Once clients’ taxes are filed, most assume the story is over for another year. For many, filing season ends with relief, frustration, or confusion — a refund that feels arbitrary, a payment that stings, or little clarity about what to do differently next time. That’s where you, as the advisor, can step in.

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What’s Your Financial Freedom Number, and What Would You Do With It?

May 12, 2026
Setting and working toward a financial goal that represents your own freedom number is well worth doing. I suggest treating that number as a beginning and a continuing journey rather than a destination. Recognize that achieving financial independence alone is no guarantee of happiness and wellbeing.

Real Middle Class Wages: April 2026

May 12, 2026
This series has been updated to include the March release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $54,469, down 5.8% from over 50 years ago.