Estate Planning Archives - Retirement DNA

2025 Year in Review: A Historic Market Year for Investors

K. Brad Tedrick, CFA®, CFP® 2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's tariff announcements, ongoing developments…

3 Tax Planning Opportunities Before December 31

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round activity, many calendar deadlines for…

Retirement Planning: Social Security COLA and Portfolio Considerations

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Retirement Income Planning

K. Brad Tedrick, CFA®, CFP® For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several…

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines - such as the tariff-driven sell-off - can be uncomfortable, they also create opportunities…

Special Update: What the Fed Rate Cut Means for Long-Term Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management

K. Brad Tedrick, CFA®, CFP® The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve's monetary policy decisions can have important effects…

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs, Fed independence, and technology stocks.…

What the “One Big Beautiful Bill” Means for Investors

Blog, Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning

K. Brad Tedrick, CFA®, CFP® After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts…

Estate Planning: Important Considerations Amid Political Uncertainty

Blog, Estate Planning, Tax Planning

K. Brad Tedrick, CFA®, CFP® After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors…

2025 Year in Review: A Historic Market Year for Investors

3 Tax Planning Opportunities Before December 31

Retirement Planning: Social Security COLA and Portfolio Considerations

Quarterly Market Update for Q4 2025: Navigating Conflicting Signals

Special Update: What the Fed Rate Cut Means for Long-Term Investors

Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth

What the “One Big Beautiful Bill” Means for Investors

Estate Planning: Important Considerations Amid Political Uncertainty

CONTACT US

LINKS

CONNECT WITH US