Thing One Three Financial Resolutions That Would Be a Smart Move for 2026 As you’re working on maintaining those resolutions you made on New Year’s day, here are three financial resolutions you might considering adding. We believe they would serve most people well in 2026. First, resolve to get clearer on your cash flow. Before returns, before markets, before strategy—cash flow matters. Knowing where money is coming in, where it’s going, and what flexibility you have creates

Thing One Don’t Let the Court Write Your Final Plan Picture this: After a lifetime of hard work, you’ve built meaningful assets and settled into a comfortable retirement—then you pass away unexpectedly, without a will. It’s not something most people want to contemplate, and for you, there would be nothing left to contemplate. For those you leave behind, however, there would be much to consider, including the hardships that would ensue as a result of your not having a will

Yahoo FInance had a couple of good articles last week that we thought we'd share a synopsis of in this week's newsletter as they echo sentiments we have often expressed. See both below: Thing One What a Comparison of $500,000 vs. $1 Million Reveals About Retirement The first article titled “I Asked ChatGPT To Compare Retiring With $500K vs. $1 Million — The Difference Is Huge,” explored how dramatically retirement outcomes can change based on the size of one’s nest