Shafer & Reilly Wealth Management

05/30/2026

In an age of soaring real estate prices and high mortgage rates, many retirees may come out ahead by staying in place. Others can still profit from moving. This article gives you five factors to consider before you make that difficult choice.

05/09/2026

How AI, gig work and contract jobs are changing retirement: The shift from pensions and 401(k)s to a new work contract is reshaping worker financial security.

05/02/2026

Understand how bonds behave and what can affect your investment in them.

04/25/2026

Spending more in retirement isn't inherently a bad thing—as long as you're spending intentionally.

04/18/2026

The estate tax is a tax on property that is transferred to others upon your death.

04/11/2026

Private equity, real estate and crypto are coming to retirement accounts. Here is how to decide if they belong in yours.

04/04/2026

You may be able to make Roth IRA contributions, depending on a few factors.

03/28/2026

The standard advice has been simple: save three to six months of living expenses in an emergency fund. In today’s environment that rule may no longer be enough.

03/14/2026

Many people will see bigger refunds and new deductions this tax season, while others may be revisiting the dreaded alternative minimum tax. Don’t panic just yet. Here are the changes you should know.

03/11/2026

A quick reminder: please make sure you contribute to your IRA for 2025. This article provides details. Please reach out with any questions.

You have until your tax filing deadline to make an IRA contribution for 2025