the retired grandparets
RECENT ARTICLES
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
Market Commentary | June 22nd, 2026
Weekly Market CommentaryJune 22nd, 2026Week in Review The week of June 15, 2026, was anchored by a highly anticipated Federal Open Market Committee (FOMC) meeting, the first under newly appointed Fed Chair Kevin Warsh, which prompted a shift in monetary policy...
Market Commentary | June 15th, 2026
Weekly Market CommentaryJune 15th, 2026Week in Review The past week was highlighted by a landmark capital markets event, as SpaceX completed a record-setting initial public offering (IPO), alongside economic data that pointed to steady growth with persistent inflation...
So you’ve crossed the big finish line into retirement, now what? Retirement is presenting new challenges and new opportunities to carefully consider.
We want to evaluate your unique goals, risks, and opportunities and where you currently stand with income, asset protection, and insurance. If we can improve your income potential through more efficient investment and tax strategies, we know that that translates to a more comfortable retirement for you.
When it comes to your legacy, we can help you develop a strategy to transfer your wealth in the most tax-efficient and meaningful way. With a comprehensive understanding of you, your family, and your combined goals, we can put together the best plan with an efficient blend of strategies to maximize your current income while planning for the next stage in your life.
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RECENT ARTICLES
July 2026
July- NEWSLETTER -2026Something PersonalSara became a Gramie!On the evening of June 10, 2026, our grandson, Rhys Alan Hoskins, was born to our eldest son, Sean, and his wife, Melanie. Weighing 7 pounds, 12 ounces and measuring 20 inches long, Rhys surprised us all by...
Market Commentary | June 22nd, 2026
Weekly Market CommentaryJune 22nd, 2026Week in Review The week of June 15, 2026, was anchored by a highly anticipated Federal Open Market Committee (FOMC) meeting, the first under newly appointed Fed Chair Kevin Warsh, which prompted a shift in monetary policy...
Market Commentary | June 15th, 2026
Weekly Market CommentaryJune 15th, 2026Week in Review The past week was highlighted by a landmark capital markets event, as SpaceX completed a record-setting initial public offering (IPO), alongside economic data that pointed to steady growth with persistent inflation...
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