March is synonymous with brackets, buzzers, and brackets. But in 2026, the real "madness" isn't on the college basketball court; it’s the global landscape of persistent conflict and an uneasy market sentiment. Navigating retirement planning right now requires more than just luck; it demands making smarter financial picks. Your retirement portfolio is your team, and right now, the competition is fierce. If you are aiming for a championship-level financial future, you can't aff

We are living in an era of global conflict and uneasy market sentiment. The 2026 economic landscape is a shifting puzzle, making standard, passive retirement planning increasingly dangerous. A nervous market can easily cause investors to freeze or act on impulse. Both of which are disastrous for long-term security. If you are approaching or already in retirement, standard generic advice is no longer enough. To strengthen your portfolio, you must move beyond just accumulation

As we move into the second quarter of 2026, the financial landscape has shifted. The "wait and see" approach of last year is officially outdated. With the Federal Reserve’s rate-cutting cycle now in full swing and new tax exemptions in effect, the strategies that worked in 2024 could actually cost you money today. At The Porter Group, we’re seeing three major mistakes that savvy investors should avoid this month to protect their legacies and their liquidity. 1. The "Employer-

The Baby Boomer generation (born 1946-1964) is at a pivotal moment. Many are already in retirement, and the youngest Boomers are hitting their early 60s. As of February 2026, the market has settled into a "new normal" where stability is prized, but complexity remains. Here are the top 8 questions Boomers are bringing to their financial advisors right now, reflecting their desire for clarity and control in their golden years: 1. "How do I maximize my Social Security, and when

For years, retirement planning felt like a high-stakes game of "predict the future." We tried to guess which tech stock would moon, where interest rates would land, and how long the bull market could run. But as we settle into 2026, the vibe has shifted. The "Peak 65" era is officially here. With 4.1 million Americans hitting retirement age this year, the focus has moved away from speculative growth and toward what advisors are calling The Math-Based Retirement. Why Math is W

Understanding how interest rate changes affect annuity decisions is crucial to retirement income planning, as fluctuating interest rates influence annuity payouts. Therefore, keeping a close eye on rate trends can offer valuable insight for retirement income planning. The relationship between interest rates and annuities Insurance companies invest annuity premiums in bonds and other strategies, and the interest accrued determines the return on annuities. Therefore, higher int

In the realm of retirement planning, one strategy is Roth IRA conversions, which can offer tax-free distributions in retirement. As with...

The Retirement Wave and Fixed-Indexed Annuities As we move into the 21st century, we observe the rise of the "Retirement Wave." According...

Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been particularly pivotal, with a significant...

TAX   |  by Joe Elsasser, CFP®, Founder and President of Covisum The One Big Beautiful Bill Act of 2025 (OBBBA 2025) has passed. It...

As the hot weather kicks in this summer, now is an opportune time to explore proactive tax strategies that can help manage your 2025 tax...

While this time is usually associated with college basketball, it's also a great time to examine one's financial situation.