Burton Enright Welch

09/29/2026

There's no single right age to claim Social Security. But there's definitely a wrong way to pick one: guessing. If this is coming up for you soon, it's worth running the actual scenarios instead of eyeballing it.

09/22/2026

Is downsizing in retirement the right move for you?

We weigh the financial case for selling against the case for staying, from capital gains exposure and Proposition 19 property tax portability to the pull of a long-held family home.

Check out our latest blog to help you weigh the numbers and the memories before deciding what's next.

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Should You Downsize in Retirement? Exploring the Financial and Emotional Considerations Retirement

09/15/2026

Vesting doesn't ask permission. It just happens. But selling, holding, or diversifying? Those are actual decisions, and they're a lot easier to make before the vesting date than on it. Decide early. It takes the pressure off.

09/08/2026

Selling your business? Learn what happens to your 401(k) plan during the sale.

We break down the impact of stock versus asset transactions and share a practical guide to the due diligence that protects your plan, including the key considerations every plan sponsor should have on their checklist.

Check out our latest blog to make sure your retirement plan is set up for a smooth transition.

Read more: https://na2.hubs.ly/H07CrML0

Selling your business? Learn what happens to your 401(k) plan during a sale, including the impact of stock versus asset transactions and key due diligence considerations.

09/03/2026

It's not about the money. It's about the rhythm. Decades of knowing exactly where you're supposed to be, and then it's just... gone. Here's a simple exercise: picture an ordinary Tuesday, three months into retirement. What time are you up? What fills the afternoon? Who are you talking to? If you can't answer that yet, that's usually the bigger gap to close, not the money.

08/27/2026

How much should you tell your family about your estate and inheritance?

We weigh the risks of transparency versus discretion and share a practical guide to having the conversations that matter most — including how to handle unequal distributions, and why your "why" matters as much as your "what."

Check out our latest blog for tips on navigating this important conversation with the people who matter most.

Read more: https://na2.hubs.ly/H07sS1x0

Unsure how much to share about your estate plan? Learn how to have the conversation about inheritance, explain your reasoning, and avoid future conflict for your family.

07/17/2026

As America celebrates 250 years, it's worth reflecting on the qualities that have shaped our nation's story. Resilience, innovation, and the ability to adapt through change.

History reminds us that progress isn't always a straight line. It's built through perseverance, thoughtful decisions, and a willingness to embrace new opportunities. Those same principles can apply to our financial lives today.

Read our latest blog: America at 250: A Story of Reinvention and discover what our nation's journey can teach us about planning for the future.

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06/25/2026

Retirement isn’t always a shared finish line. What happens when one partner is ready to retire while the other wants to keep working?

Differences in timing can create financial, emotional, and lifestyle challenges but with open communication and thoughtful planning, couples can navigate this transition together.

Read our latest blog to learn key considerations and strategies for making retirement work on both timelines.

https://na2.hubs.ly/H06j-tJ0

There’s a lot of retirement planning content out there.  And it runs the expected gamut — transitioning from accumulation to decumulation, coordinating Social Security benefits, managing investments, making healthcare decisions, and so on. Those are important. But it almost always assumes both ...

01/12/2023

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

01/10/2023

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.