09/08/2026
When Your Bumper 401(k) Is a Tax Problem Waiting to Happen Having retirement dollars mainly in traditional savings plans can handcuff older workers.
My team has access to state-of-the-art proprietary software that help takes the guesswork out of long-range financial planning.
We create a detailed, personalized financial condition model for each of our clients. Andre Dawkins is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor.
09/08/2026
When Your Bumper 401(k) Is a Tax Problem Waiting to Happen Having retirement dollars mainly in traditional savings plans can handcuff older workers.
09/07/2026
The 60/40 Portfolio Is ‘Broken.’ Here’s How to Fix It. With rising rates and an AI-fueled market adding new pressure, investors are starting to ask whether the classic 60/40 portfolio still works the way it used to.
09/05/2026
AI hasn’t gone rogue. It’s worse than that Recent cyber attacks reflect what the technology. was trained to do but safeguards are falling short
09/04/2026
How Increased Life Expectancy Impacts Retirement Planning and Longevity Risk What’s changed about life expectancy—and why It matters
09/03/2026
A Miserable Golfer’s Guide to Enjoying Miserable Golf It’s a good walk spoiled. Or is it a mediocre walk that’s simply made worse? Here's a lighter look at the sport of golf.
09/02/2026
Fewer Than 3 in 10 Roth IRA Savers Hit This Benchmark. How Do You Compare? Most Roth IRA savers aren’t maxing out their accounts—but small moves like automating deposits or steadily increasing contributions can help close the gap.
09/01/2026
See How a Tesla-SpaceX Merger Gives Musk a Shortcut to His $1 Trillion Payday A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.
08/31/2026
Barron’s Advisor Big Q: What to Clients Need to Know About Spiking Bond Yields For this week’s Advisor Big Q, Barron's asked for the takeaways financial professionals are sharing with clients.
08/30/2026
What's the difference between a home equity line of credit and a second mortgage? A home equity loan is a loan that is secured by your home.
08/29/2026
Invest with a Plan Instead of Waiting for the Perfect Moment Here's a framework that satisfies both the head and the heart.
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