Webinars
What Employees Need to Know About Net Unrealized Appreciation (NUA)
If your employer's 401(k) or other qualified retirement plan has ever offered company stock as an investment option, you may be sitting on a planning opportunity that a lot of people never hear about: Net Unrealized Appreciation, or...
Read MoreTax Talk: Money Lessons That Actually Make Sense! 💡
📈 Inflation Is Bumping Up Your Tax Breaks (But Not All of Them) — Plus Vacation Homes, Timeshares & Audit Odds Hey friends! This edition is a bit of a grab bag — inflation adjustments, charitable giving rules, vacation home tax traps,...
Read MoreHow to Adjust Your Retirement Income When the Market Drops
Learn how to manage retirement income during a market downturn with tax-smart withdrawals, cash reserves, and a disciplined spending plan.
Read MoreHow Much Income Can a $1 Million Portfolio Generate?
Explore how a $1 million portfolio can support retirement income through withdrawal planning, account strategy, investments, and flexibility.
Read MoreHow to Turn Your Savings Into Retirement Income That Lasts
Learn how to create a retirement income plan that turns savings into reliable income through Social Security, withdrawals, taxes, and investments.
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How to Plan for Retirement in Your 50s and 60s: A Complete Guide
Retirement planning in your 50s and 60s starts with income, savings, taxes, healthcare, and investment decisions that support your future goals.
Read MoreHow to Create a Monthly Paycheck From Your Retirement Accounts
One of the biggest shifts in retirement is moving from receiving a regular paycheck to creating your own income stream.
Read MoreWhich Accounts Should You Withdraw From First in Retirement?
Retirement changes the role of your savings. During your working years, retirement accounts are usually focused on accumulation.
Read MoreWhat Is a Safe Withdrawal Rate in Retirement Today?
One of the biggest questions retirees face is how to turn savings into income without withdrawing too much too quickly.
Read MoreHow Sequence of Returns Risk Can Impact Your Retirement Income
Retirement income planning is not only about how much your portfolio earns over time.
Read MoreTax Talk: Millions Just Lost Their Health Insurance Subsidies — And Most Don't Know What to Do Next
Stay informed on the latest 2026 tax updates, including ACA subsidy changes, long-term care tax breaks, ABLE account expansion, IRS scam warnings, and retirement planning strategies to help protect your finances and reduce taxes.
Read MorePlain English: Translating the Language of Trusts
Trusts don't have to be confusing. Learn the difference between revocable and irrevocable trusts, understand key estate planning terms, and discover how trusts can help protect assets, support loved ones, and achieve your financial goals.
Read MoreTax Updates: Credits, Crypto & IRS Changes
New tax developments bring changes for families, investors, and charitable donors. Learn about the upcoming school choice credit, crypto tax rules, estate planning lessons, IRS changes, and key steps to stay prepared.
Read MoreThinking About Buying SpaceX? A Disciplined Approach Matters
SpaceX’s IPO creates new opportunities for investors, but a disciplined approach is essential. This guide explores IPO volatility, valuation, lock-up periods, and the importance of long-term investing and diversification.
Read MoreWhy Rising Treasury Yields Matter for the Economy and Investors
The bond market may seem complex, but Treasury yields can provide important economic insights. Discover what rising yields mean, what factors are driving them, and how they may influence interest rates, markets, and investors.
Read MoreThe IRS May Owe YOU Money From COVID — But You Have Until July 10 to Ask For It
A recent court ruling may allow taxpayers to recover certain COVID-era IRS penalties and interest before the July 10, 2026 deadline. The article also covers hidden tax traps, expiring EV credits, and IRS notice updates.
Read MoreLast Will & Testament: Add a Letter Covering These 14 Wishes
A will outlines your legal wishes, but a supplemental letter can ease the burden on loved ones. Learn 14 important details to document, from financial accounts and insurance policies to funeral wishes and passwords.
Read MoreRetirement Without Borders: The New Rules of Life After 65
From global nomad retirees to overlooked Medicare tax deductions, this article explores how today’s retirees are redefining aging, managing healthcare abroad, avoiding scams, and planning smarter for a longer, more active retirement.
Read MorePlanning for the Next Generation: Understanding Trump Accounts
Trump Accounts launch July 4, 2026, offering tax-advantaged savings for children and a potential $1,000 government contribution. Learn how they work and how they compare to 529 Plans, Roth IRAs, and UTMAs.
Read MoreTax Avoidance Is Completely Legal — Here's How Smart Families Are Using It Right Now
Learn the difference between legal tax avoidance and illegal tax evasion while exploring new 2026 tax strategies, retirement savings opportunities, expanded childcare credits, and key updates affecting families and business owners.
Read MoreGetting to Know Medicare Webinar Recording
This webinar offers a clear overview of Medicare, including Parts A, B, C, and D, how they work, key enrollment timelines, coverage options, costs, and strategies to help you make informed healthcare decisions in retirement.
Read More"They Moved to Florida to Escape State Taxes. Then the Audit Letter Arrived."
Relocating to a no-tax state isn’t always enough to avoid taxes. High-tax states aggressively audit residency using data and legal tests. Without fully relocating your life, you could still owe taxes long after you leave.
Read MoreMarch 2026 Tax Update: Key Changes & Planning Opportunities
New tax breaks and higher refunds are in play this season. From tip income deductions to online sales rules and business write-offs, here’s what to know—plus key deadlines and smart moves to avoid surprises and maximize savings.
Read MoreThe Iran Conflict and Market Volatility: Staying Focused on Long-Term Goals
Geopolitical conflicts can cause short-term market volatility, but history shows their long-term impact is often limited. Here’s what the current Iran conflict could mean for the markets, and why staying focused on your strategy matters.
Read MoreTariff Turmoil: What the Supreme Court Ruling Means for Investors
The Supreme Court struck down key Trump-era tariffs, but a new 15% global tariff was quickly announced. Markets may see short-term volatility, yet long-term plans remain intact as legal, economic, and refund questions unfold.
Read MoreManaging New Tax Changes in Your Financial Plan
Join John as he breaks down upcoming tax changes and shares practical strategies to help you adapt your personal financial plan with confidence.
Read MoreTax Talk 2026: What to Know This Filing Season
From bigger refunds to new deductions and IRS delays, this article covers what’s changed this filing season—and how to get your money faster with fewer headaches.
Read MoreExact Sciences Transition to Abbott
Abbott’s acquisition of Exact Sciences triggers key decisions for shareholders and employees. This guide explains how vested and unvested stock, RSUs, PSUs, and ESPP shares are treated—and highlights important tax planning considerations.
Read More2026 Tax Changes: What You Need to Know (The Good, the Bad, and the New)
A quick overview of 2026 tax changes: higher brackets and retirement limits, new childcare perks, less paperwork—plus cuts to charitable deductions, clean-energy credits, and healthcare and loan benefits.
Read MoreExtended Care and Long-Term Care Planning Webinar Recording
Watch this webinar for an educational discussion on extended care and long-term care planning, outlining available care options, cost considerations, and factors to evaluate when planning ahead.
Read MoreMedicare Webinar Recording
Feeling lost in the world of Medicare? This webinar summary simplifies everything you need to know, breaking down Parts A, B, C, and D, explaining eligibility and enrollment periods, and comparing Original Medicare vs. Medicare Advantage. W
Read MoreQuestions You Were Afraid to Ask #11: What does it mean to invest in cash?
The only bad question is the one left unasked. That’s the premise behind many of my recent posts. Each covers a different investment-related question that many people have but are afraid to ask. In the next few messages of the series,...
Read MoreRetirement Mistakes to Avoid Webinar
Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Read MoreQuestions You Were Afraid to Ask #10: What are the pros and cons of investing apps?
The only bad question is the one left unasked. That’s the premise behind many of my recent posts. Each covers a different investment-related question that many people have but are afraid to ask. So far, we’ve discussed the essentials...
Read MoreQuestions You Were Afraid to Ask #9: What are bond yields and why do they matter?
In my last letter, I broke down some of the most common terms associated with bonds and what they mean. But there was one term I left unexplained – and often, it’s the one you hear the most about in the media. I’m referring to a bond’s...
Read MoreQuestions You Were Afraid to Ask #8: What on earth do all these bond terms mean?
The only bad question is the one left unasked. That’s the premise behind many of my recent letters. Each covers a different investing-related question that many people have but are afraid to ask. In my last post, I answered the...
Read MoreQuestions You Were Afraid to Ask #7: What’s the difference between all these types of bonds?
Some time ago, I wrote a series of letters called “Questions You Were Afraid to Ask.” Each letter answered a common question many investors have but feel uncomfortable asking. When I was young, I was taught that “The only bad question...
Read MoreQuestions You Were Afraid to Ask #6: How do I know which investment options are right for me?
Lat month, I started a series of letters called “Questions You Were Afraid to Ask.” In this series we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to investing, the only bad...
Read MoreTax Strategies Webinar
Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Read MoreQuestions You Were Afraid to Ask #5
And…we’re back! A few weeks back I started a series of letters called “Questions You Were Afraid to Ask.” In this series we look at a common question that many investors have but feel uncomfortable asking. Because when it comes to...
Read MoreQuestions You Were Afraid to Ask #4
A few weeks ago, I started a series of letters called “Questions You Were Afraid to Ask.” Each week, we look at a common question that many investors have but feel uncomfortable asking. When it comes to your finances, the only bad...
Read MoreQuestions You Were Afraid to Ask #3: What's better, stocks or bonds?
A few weeks ago, I started a new series of letters called “Questions You Were Afraid to Ask.” In this series we look at a common question that many investors – especially new investors – have but feel uncomfortable asking. Because when...
Read MoreQuestions You Were Afraid to Ask #2: Why is the price of the Dow so much higher than the S&P 500?
I recently started a new series of letters called “Questions You Were Afraid to Ask.” Each month, we will look at a common question that many investors have but feel uncomfortable asking. Because, after all,...
Read MoreQuestions You Were Afraid to Ask #1: What's the Difference Between the Dow, S&P 500, and NASDAQ?
When we were kids, most of us were taught that “The only bad question is the one left unasked.” As a financial professional, I’ve found that statement to be proven true time and time again. Every day, my...
Read More2023 Year in Review plus What's In Store for 2024 Webinar
Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Read More2023: The Year in Review
2023: The Year in Review Every January, it’s customary to look back on the year that was. What were the highlights? What were the “lowlights”? What events will we remember? Most importantly, what did we...
Read MoreThe Markets' Recent Performance - Cause and Effect
The markets’ recent performance is based largely on a series of causes and effects, each leading into the next. So, in this message, let’s make sense of what’s going on.
Read MoreHard or Soft Landing...What Are We In For?
I wanted to take some time to provide an economic update (in plain English unlike CNBC). You are on a plane, currently descending gradually through the clouds. I’m on the plane, too. In fact, everyone in the country is on a plane...
Read MoreCharitable Giving Webinar
Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Read MorePerspective on the Recent Developments of the National Debt and Debt Ceiling
We are here to not only manage your money, but also to keep you informed and offer perspective in the face of uncertainty. With that in mind, we offer some thoughts about the recent developments of the national debt and the debt ceiling.
Read MorePerspective on the Recent Developments of the National Debt and Debt Ceiling
We are here to not only manage your money, but also to keep you informed and offer perspective in the face of uncertainty. With that in mind, we offer some thoughts about the recent developments of the national debt and the debt ceiling.
Read MoreBreaking Down SECURE Act 2.0
Before we dive in, understand that SECURE Act 2.0 is over 20,000 words long. That means there isn’t room to cover every aspect of the law, and many won’t apply to you anyway. So, what follows is a brief overview...
Read MoreThe Aftermath of the SVB Downfall
For most of us, the words “bank failure” immediately trigger the same recent memory: the financial crisis of 2008. That was a year no investor could ever forget. The year some of the largest, most storied financial...
Read More"Go Get Lost" Travel Webinar
Guest Presenter, Jason Allen of "Go Get Lost...Worldwide Adventures" leads us in discovering different ways to travel and how to "go get lost".
Read More2022 Half Time Webinar
John Litscher and Kevin Mohr review what has gone on in the markets during the first half of 2022, where we are at "Halftime" and what we could expect going forward.
Read MoreLife After Work Webinar
John Litscher and Kevin Mohr discuss certain challenges retirees face, maily when it comes to income and expenses, and how to plan for these.
Read MoreThe New 2022 Tax Law
John Litscher and Kevin Mohr discuss the new 2022 tax laws to be aware of.
Read MoreGifting and Charitable Options
Guest speaker, Bill Hewitt, Vice President of Institutional Development at the American Endowment Foundation, gives key insights to Donor Advised Funds
Read MoreLong Term Care Webinar
John Litscher and Kevin Mohr discuss the basics of long term care planning and different types of policies that are available and things to consider when thinking about applying for a policy.
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