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Friday, May 15, 2026

A simple framework for portfolios that have outgrown simple advice There is a moment, somewhere between the first $500,000 and the first few million in liquid assets, when most successful professionals begin to feel a quiet tension in...

Friday, May 1, 2026

What high earners often miss when reviewing their year-end statements Most successful professionals don't lose wealth dramatically. They lose it slowly — in basis points, in fees, and most often, in taxes they never had to pay in the...

Wednesday, April 15, 2026

4 Social Security Myths BustedI vividly remember a time when the future felt like an insurmountable mountain. I was sitting at a small kitchen table late one evening, looking over a stack of financial documents for my aging parents....

Tuesday, March 31, 2026

The Power of Stillness: Warren Buffett Investment LessonsI vividly remember a moment early in my career, sitting at my desk late one evening, surrounded by glowing screens flashing red and green. The market was going through one of its...

Sunday, March 15, 2026

Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...

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Saturday, February 28, 2026

Each year, the Internal Revenue Service (IRS) reviews and adjusts contribution limits for retirement accounts and other tax-advantaged savings plans to account for inflation. These cost-of-living adjustments are crucial for long-term...

Sunday, February 15, 2026

From Values to Vision: A Conversation with VoyageMIAConnecting your financial strategy to what you truly value is the cornerstone of a meaningful life plan. Recently, our founder, Dennis Coral, had the opportunity to sit down with...

Saturday, January 31, 2026

Preparing for a Satisfying Retirement: 401(k) StrategiesFor many Americans, the dream of a comfortable retirement hinges on the steps taken today. While there are many vehicles for saving, employer-sponsored retirement plans, such as...

Thursday, January 15, 2026

Key 2026 Tax Changes Under the OBBBANew legislation often brings shifts to the financial landscape, and the One Big Beautiful Bill Act (OBBBA) is no exception. This act introduces several adjustments to the tax code that are set to...

Tuesday, December 30, 2025

IRA Contributions: Your Deadline Is Later Than You Think Did you know that the close of the calendar year isn't your final opportunity to save for retirement for that year? When it comes to making contributions to an Individual...

Monday, December 15, 2025

The Gift of Peace of Mind: A Holiday Guide to Your Legacy The holiday season often brings families together, creating moments for connection and reflection. As you gather with loved ones, it can also be a natural time to think about...

Saturday, November 15, 2025

A Guide to Charitable Giving with Appreciated Stock When you decide to support a cause you care about, your first instinct might be to write a check. While cash donations are always valuable, there is another method of giving that may...

Saturday, November 1, 2025

IRS Announces 2026 Tax and Deduction Updates Each year, the Internal Revenue Service (IRS) adjusts key tax provisions to account for inflation. This routine process helps prevent "bracket creep," a situation where inflation pushes...

Wednesday, October 15, 2025

Private Credit: Navigating Tax Implications The private credit market is experiencing a period of extraordinary expansion. What was a $1 trillion market in 2020 has swelled to $1.5 trillion in early 2024. Projections indicate this...

Wednesday, October 1, 2025

Understanding a Government Shutdown and Its Effects Headlines about a potential government shutdown can create uncertainty. While the term sounds serious, its direct impact on most people is often less dramatic than it seems....

Monday, September 15, 2025

Navigating Your Finances with a Registered Investment Advisor When managing your financial future, clarity and trust are essential. The world of financial advice can seem complex, with various types of professionals offering different...

Friday, September 5, 2025

Retiring Earlier Than Expected? What To Know Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and...

Friday, August 15, 2025

What exactly is the "sequence of returns"? The phrase describes the yearly variation in an investment portfolio's rate of return. But what kind of impact do these deviations from the average return have on a portfolio's final value?...

Friday, August 1, 2025

Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data, reaching as far...

Tuesday, July 15, 2025

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it's a good time to review some common terms that you may be hearing that describe today’s financial markets. The first is...

Tuesday, July 1, 2025

TINA is an acronym that stands for “There Is No Alternative” to stocks. And for most retirement-minded investors, TINA is their money manager. As you can see, 71% of 401(k) account balances were allocated to stocks in 2022. People in...

Sunday, June 15, 2025

No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well. The Treasury Department has announced that it is...

Sunday, June 1, 2025

The Fed’s May meeting was pretty much a humdrum event. Even Fed Chair Powell's post-meeting press conference was uneventful. “We are always going to do the same thing,” he said. “We are going to use our tools to foster maximum...

Thursday, May 15, 2025

When Warren Buffett said, “Be fearful when others are greedy and be greedy when others are fearful,” he wasn’t just talking about investing. He championed contrarian thinking and urged people to capitalize when groupthink can result...

Thursday, May 1, 2025

Every investor knows there are highs and lows during the year. The challenge is remaining focused during the lows. As the 2025 tariff talks have progressed, stock prices have seen more down days than up days as the details get rolled...

Tuesday, April 15, 2025

April marks Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or...

Tuesday, April 1, 2025

Mortgage Update: After weeks of decline, mortgage rates ticked up for the first time in 9 weeks to 6.72%, causing total mortgage applications to drop 6.2%. Refinance applications fell 13% for the week but remain 70% higher than this...

Saturday, March 15, 2025

During a typical year, it is common for stock prices to experience pullbacks several times. This is a normal and healthy part of the investing cycle. While market volatility can undoubtedly feel unsettling, it is important to approach...

Saturday, March 1, 2025

Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below is the IRS's latest adjustments for the 2025 tax year - including tax brackets and standard deductions.'This material is for...

Saturday, February 15, 2025

9 Facts About Social Security Social Security has been a pillar of retirement planning since its establishment in 1935. While most of us are somewhat familiar with the program, understanding its finer points can help you become better...

Thursday, February 6, 2025

The Internal Revenue Service has released new limits for the coming year. Individual Retirement Accounts (IRAs)IRA contribution limits remain unchanged in 2025 at $7,000. Catch-up contributions for those over age 50 also remain at $1...

Tuesday, December 22, 2020

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”The...

Tuesday, December 15, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

Monday, December 14, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Monday, December 14, 2020

Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...

Wednesday, November 18, 2020

Being smart with your money doesn’t have to be complicated – it just takes a well thought out financial plan. With a little forethought and organization, you can create a clear financial plan...