Scott Wilson, RICP, CLTC, FSCP

10/31/2026

Investing trends can change over time. After a period of strong AI-driven market leadership, some sectors have cooled while others have gained momentum. Market rotation is a normal part of investing and can create both opportunities and challenges for investors.

A diversified approach that aligns with your goals, risk tolerance, and time horizon can help you stay focused through changing market conditions. If you'd like to discuss how recent market shifts could affect your portfolio, I'd be happy to help.

10/30/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4sAhvJ5

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4zg3d2R

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

When people think about IRA withdrawals, taxes are often the first consideration. However, retirement distributions can sometimes affect other areas of your financial picture as well, including Social Security taxation, Medicare premiums, and overall retirement income flexibility.

Understanding these potential ripple effects can help support more informed retirement decisions. Let's discuss how IRA withdrawal strategies could affect your retirement income plan and identify opportunities that may improve long-term outcomes.

10/27/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/47EKMsD

Registration code: 225157

10/26/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

10/22/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/17/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

10/16/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/15/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.