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Iris Sagrado | Jul 1, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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Iris Sagrado | Jun 24, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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Iris Sagrado | Jun 17, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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Iris Sagrado | Jun 10, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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Iris Sagrado | Jun 3, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Iris Sagrado | Aug 24, 2023

Personal Experience with Phased Retirement

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Reboot, Rewire or Retire: Personal Experiences With Phased Retirement and Managing a ‘Life Portfolio’ This 78-year-old former actuary and retirement consultant
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Iris Sagrado | Aug 5, 2023

6 Steps to Determine Your Retirement Deadline

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good planning involves actionable steps
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Iris Sagrado | Aug 5, 2023

3 Retirement Roadblocks for Women – and 4 Ways to Get Around Them

retirement
Retirement planning
taxes
Personal Finance
Financial Planning
Women need to plan for an independent retirement. Statistically speaking, women live longer than men. 1 U.S. census figures show that 59 is the median age of
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Iris Sagrado | Jul 21, 2023

Retirement Strategy: When and How to Update Your Retirement Plan

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

While you and your trusted retirement professional will work to create an overall retirement strategy, this does not mean that you won't need to make changes

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Iris Sagrado | Jul 21, 2023

Retirement Strategy: Planning Your Retirement Lifestyle

retirement
Retirement planning

Some retirees succeed at realizing the life they want; others don't.

Fate aside, it isn't merely a matter of investment decisions that make the difference

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Iris Sagrado | Jul 12, 2023

What To Know Before Retiring Early

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into

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Iris Sagrado | Jul 12, 2023

Retirement Planning: What do Military Families Need to Know?

retirement
Retirement planning
taxes
retirement
Personal Finance
Financial Planning

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge, because you need

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