Scott Wilson, RICP, CLTC, FSCP

09/09/2026

My dad passed away unexpectedly 19 years ago today. He was only 67. Thankfully, he had life insurance. My mom never had to worry about the mortgage, utilities, or groceries. I deeply miss him, but am thankful for his foresight and planning. Do you have a plan in place to take care of your family if something unexpected happens? Let’s talk to make sure the people you love will be taken care of.

09/08/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/03/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

09/01/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

08/31/2026

Such a great time at the 2026 New York Life Executive Council Meeting last week in Denver! I am thankful to my family, my clients, my study group, and my colleagues for your support in achieving this milestone (my third in a row). A big shout out to the home office for a great event!

08/27/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

08/19/2026

Some retirement expenses are difficult to predict, particularly when long-term care needs arise. This article examines how significant care-related costs can affect retirement spending and the longevity of a retirement portfolio.
https://bit.ly/3U6hi3l

08/13/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/45qu7rz
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.