Tanner Woodruff, Financial Advisor - Stifel

09/30/2026

A recent proposal in Michigan seeks to allow workers in physically demanding jobs to start collecting full Social Security benefits at age 60. This legislation, introduced by Rep. Haley Stevens, could impact retirement strategies for manual laborers and related occupations.

While the bill may offer potential relief for those unable to work until 67, uncertainty remains around funding and how it might reshape social security planning. Advisors are currently focused on the existing retirement age until any changes are confirmed.

The conversation underscores the importance of diverse income sources in retirement planning, especially for those whose jobs involve physical strain. Understanding these dynamics will help navigate evolving retirement landscapes.

InvestmentNews.com

09/25/2026

If you own an annuity, you may be approached about exchanging or replacing it with a new and "better" product. Because annuities can often be complex, you may struggle to distinguish legitimate opportunities from unsuitable pitfalls.

Learn more about owning annuities here: https://livesocial.seismic.com/aAq_TA

09/09/2026

Are you meeting with your attorney to review your estate plan? Review our helpful time-saving hints so you can be better prepared to make the most of your time.

Learn more about important estate plan considerations here: https://livesocial.seismic.com/aStWH_

08/25/2026

Click here to view the latest version of Retirement Plans Quarterly: https://livesocial.seismic.com/aGsX_b

08/11/2026

Having an estate plan in place is important for anyone that has a home, a car, investments, real estate, a retirement plan, business interests, or personal property. Having an estate plan allows you to provide for the management of your assets while you are alive and how and to whom you would like your estate distributed at your death. If you are just starting to plan, these may be important questions to consider.

07/17/2026

Good things come to those who wait, but great things come to those who swing. ⚾

And at Stifel, we help you know when. After all, your success is our success.

07/15/2026

The 2026 Open Championship is set for July 16-19 at Royal Birkdale in England. This tournament marks the final men's major of the year, featuring top golfers aiming to enhance their legacies. Viewers can tune in through NBC and USA for comprehensive TV coverage, with streaming options available via Peacock and Golf Channel Mobile. Detailed schedules and coverage specifics are readily accessible for golf enthusiasts.

Golf.com

07/09/2026

Planning a financial legacy is essential for many retirees, especially those with higher net worth. Thoughtful estate planning can ensure that wealth is passed on effectively to loved ones while minimizing tax burdens. Strategies such as selecting the right trust type—whether revocable or irrevocable—and understanding tax implications can safeguard assets intended for family or charitable causes. Successful legacy planning enables individuals to leave a meaningful impact that endures beyond their lifetime.

Kiplinger

06/29/2026

Built on 135 years of Independence. Integrity. Innovation.

06/23/2026

One of my favorite ways to save for retirement is through an HSA (Health Savings Account). Learn more about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aAgtvN