by Joe Lind | Nov 30, 2025 | Financial Preparedness
Every December, I see it happen: the financial equivalent of the last-minute shopper sprinting through the mall on Christmas Eve. Year-end planning becomes a mad dash — required minimum distributions, tax-loss harvesting, charitable giving, and everything else you...
by Joe Lind | Nov 20, 2025 | Investing
Every year around this time, we find ourselves asking a simple question: What am I really grateful for? Sure, there’s family, health, and a good plate of dressing and gravy — but for many of us, gratitude also shows up in the form of peace of mind. Knowing we’ve taken...
by Joe Lind | Nov 14, 2025 | Financial Preparedness
Every year around this time, I start having the same conversation with a lot of folks: “Joe, do I really have to take my RMD this year?” And the answer, as much as I’d love to sugarcoat it, is yes — the IRS doesn’t make exceptions just because you’re busy with pumpkin...
by Joe Lind | Nov 7, 2025 | Financial Preparedness, Nearing Retirement
Every fall, like clockwork, my inbox fills up with questions about Medicare. And I get it — the enrollment window is short, the choices are endless, and the fine print can make your head spin. But here’s the truth: the best time to review your Medicare coverage isn’t...