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Major Tax Changes Are Coming in 2025 — Are You Ready?

As we look ahead to 2025, some of the most significant tax changes in recent history are on the horizon. These proposed reforms could have a substantial impact on your income, deductions, and overall financial strategy — especially if you’re a retiree, high earner, business owner, or someone planning a major purchase or life change…. View Article

The 7 Biggest Estate Planning Myths—and Why You Need a Plan Before You Retire”

What if everything you’ve worked your whole life for ended up in the wrong hands—or worse, torn apart by court fees and family conflict? In this powerful episode of Wisdom to Wealth, Dr. Drew exposes the 7 most dangerous estate planning myths and reveals the 5 smart moves you must make in 2025 to protect… View Article

Estate Planning: Myths, Must-Knows, and Moves to Make in 2025

When it comes to retirement, most people are focused on the obvious: income, investments, and taxes. But one of the most overlooked—and potentially costly—parts of a retirement strategy is estate planning. Without a clear, legally sound plan in place, your legacy could be left in the hands of courts, creditors, or even the wrong family… View Article

Trump’s “Planned” Stock Market Collapse

In this powerful episode of Wisdom to Wealth, Drew—fiduciary, Wall Street veteran, and financial strategist—dives headfirst into one of the most controversial narratives making waves today: Trump’s “Planned” Stock Market Collapse. Is there real evidence behind the claim, or is it just headline hysteria? Drew unpacks the economic policies, market history, and political context behind… View Article

Market Volatility Is Not the Enemy — Poor Planning Is

The stock market takes a dip and suddenly every headline screams “Retirees in Danger!” But let’s get something straight: market volatility isn’t your biggest risk in retirement — emotional investing and poor withdrawal strategies are. Markets move. That’s not news. What matters is how you react. Take 2020. The S&P 500 fell more than 30%… View Article

Riding the Waves: What Recent Market Volatility Means for Your Retirement Portfolio

If you’ve been watching the headlines—or even just checking your accounts—you’ve likely noticed some turbulence in the markets lately. From geopolitical tensions to inflation concerns and fluctuating interest rates, recent market volatility has caught the attention of many investors, especially those nearing or already in retirement. The truth is, market ups and downs are nothing… View Article

The Retirement Risk Nobody Talks About — Until It’s Too Late

You’ve done everything right. Saved diligently. Paid off the mortgage. Dreamed of the beach condo and time with grandkids. But there’s a storm many retirees never see coming until it’s too late — and it wipes out everything they’ve worked for. That storm is long-term care. According to the U.S. Department of Health and Human… View Article