Yes, retirement is treating me well

"Your retirement is at risk." - Elizabeth Warren on the Trump admin shoving private equity and crypto into 401(k)s

The Trump Administration is pushing private equity, private credit, and crypto into retirement accounts.

Wall Street wants to dump its risky assets in your 401k – putting your retirement at risk.

As we head into the home stretch of tax filing season...good luck.

The first federal income tax law was adopted in 1913. It ran a few dozen pages.

Today, the Internal Revenue Code is approximately 6,900 pages. Include the federal tax regulations that help clarify the Code, and the count grows to roughly 75,000 pages.

You may wish you started investing sooner, but you'll never wish you waited longer.

That goes for Both wealth and health!

Stocks soar on 2-week postponement of Armageddon.

Behind the headlines, smart capital is already moving. Track where liquidity heads next.

He is Risen; Happy Easter from our family to yours!❤️🙏

Just because you can physically climb a two-story ladder and paint your house doesn't mean you should.

I used to believe, categorically, that paying someone else to do what you can do yourself is wasted money. I have also learned enough to know "never say never."

The three reasons I would hire a financial advisor:
1. Help me clarify my goals.
2. Remind me of my goals.
3. Stand between me and stupid.

How does a VARIABLE ANNUITY work?

A variable annuity can grow your savings based on market performance. Let’s talk about methods of keeping your retirement savings ahead of inflation.

www.massmutual.com/retirement/a...

Perfect FL days☀️

Events like this always reveal the same thing: If your portfolio looks like everyone else’s, expect average outcome!

blog.massmutual.com/retiring-inv...

Most people don’t have a retirement savings problem.
They have a spending and planning problem.

Simple rules:
• Spend less than you make
• Avoid lifestyle inflation
• Invest every month
• Stay invested during crashes
• Increase savings when income increases

Boring financial habits build wealth.

Everyone wants to retire at 50 until the spreadsheet shows up.

the real risk isn’t just bad decisions, it’s decision-making driven by impulse and chaos. Some countries have long-term strategic plans. We apparently have vibes.

6) Arm Holdings $ARM - up +16.4% on Tuesday 2/25

7) SolarEdge Technologies $SEDG - up +13.2% on Friday 3/20

8) Lumentum $LITE - up +10% on Monday 2/24

Top Stocks Right Now

1) Sarepta Therapeutics $SRPT - up +35% on Tuesday 2/25

2) Planet Labs $PL - up +25.5% on Friday 3/20

3) Apogee Therapeutics $APGE - up +20% on Monday 3/23

4) York Space Systems - up +19.2% on Friday 3/20

5) Applied Optoelectronics $AAOI - up +19% on Monday 2/24

Bags in the bin, liquids in the bin, privacy in the bin, Take off your shoes, empty your pockets, unlock your phone.

Patients probably would have remembered you more than the doctors who never showed emotion.😄

Most people think retirement is just about hitting a big number.

This couple came to me convinced they needed $4M to retire. After walking through taxes, cash flow, spending, and Social Security, the real number was closer to $2.3M.

Sometimes the biggest value of advice isn’t more risk or higher returns, it’s clarity.
#Retirement

When your son has been away for a week, what's the best way to greet him back?..

This greeting seems pretty spot on!!!🤣🤣
It's mind-blowing how fast he is....maybe he just didn't like reading the sign...

Politics has turned into entertainment, and we’re all stuck watching the show.

Sunshine and ocean breeze day with the girls!☀️

If true, it would mark a major shift in approach from figures tied to the Donald Trump orbit, particularly on energy and foreign policy. It also raises questions about market impacts, global oil supply, and geopolitical strategy.

Enjoy retirement!

Happy St. Patrick Day.. cheers☘️🍻