2024 Winners and Losers
When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, we put together our annual list of winners and losers, plus the stalwart neutrals that fell somewhere in the middle.
You inherited money—now what?
We frequently meet with people who recently received an inheritance and don’t know what the next steps are. With large sums of money, the stakes are higher when it comes to taxes, investments, and overall money management.
Medicare, explained
For anyone under 65, Medicare can feel like a vague talking point that comes up during election cycles. When you go beyond the headlines and politics, however, Medicare is a critical part of retirement planning. Remember: Healthcare is one of the biggest and most unpredictable costs in retirement. With that in mind, understanding Medicare and the different (evolving) options that come with it can help you better plan for the future.
Health insurance when you retire early
When we talk to clients considering early retirement, the first question they ask is almost always: Can I afford to do this and what does it look like?
The second question tends to be: What will I do for health insurance? Thinking about coverage options outside of work and government benefits requires a bit of a mindset shift. Lets dive into options.
