Kanai Wealth Management Group

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy:

Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

Inflation is hot. Bond yields are rising. Stocks are still pushing higher.

That combination may feel unsustainable to investors who remember 2022. But today’s market backdrop is different in a few important ways.

Our latest Weekly Market Commentary explores what may be driving the disconnect and what investors should be watching now:

Market Commentary: Inflation Is Hot but So Are Stocks—Why That Can Make Sense The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement:

What to Do with Your Money 1, 5, and 10 Years Before Retirement Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy:

Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement

What to Do with Your Money 1, 5, and 10 Years Before Retirement Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

Your financial plan shouldn’t stay frozen in time.

The choices that matter most in your 30s may look very different in your 40s, 50s, and 60s, as your career, family, risks and retirement picture change.

Use this blog as a decade-by-decade checkup for what may need attention now, and what may be coming next.

The Progression of Financial Planning Through Every Decade of Your Life Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

The market is sending two messages at once.

Stocks continue to make new highs, helped by strong earnings and a steadier labor market. But inflation is still running hot, and the Fed’s response could shape what comes next.

This week’s Market Commentary breaks down what investors should keep in view.

Market Commentary: Strong Earnings, Labor Market Improvement Help Send S&P 500 to Sixth Straight Week of Gains We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first

Saving is important. Where you save matters, too.

The right account can help your money work more efficiently, whether you’re planning for the years ahead, future healthcare costs, or family priorities.

Tax-advantaged accounts aren’t one-size-fits-all. Here’s how to think through where they may fit.

How to Leverage Tax-Advantaged Accounts While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged