Prepared by the Investment & Insurance Planning Services, LLC Team David J. Blount, CFP® | Rohan Rashid, CFP® | Kat Almonte, CSM "Maybe one more year." It's a phrase we've heard from many people approaching retirement. Often, it isn’t because they want to keep working. They’ve spent decades saving, investing, paying down debt, and preparing for this moment. Yet when retirement finally becomes real, a different question takes over: “Do I really have enough to retire and how do I know my...

Prepared by the Investment & Insurance Planning Services, LLC Team David J. Blount, CFP® | Rohan Rashid, CFP® | Kat Almonte, CSM As the second half of 2026 begins, markets continue to navigate a familiar mix of opportunity and uncertainty. Inflation has moderated, interest rates remain elevated, and corporate earnings have largely exceeded expectations, even as geopolitical risks and policy questions persist. To separate the headlines from the fundamentals, we reviewed publicly available...

Trump Accounts for Kids: Benefits, $1,000 Government Contribution & Alternatives