Tanner Woodruff, Financial Advisor - Stifel

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

06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

06/18/2026

Never a bad time to start saving for financial independence. The latest Social Security Trustees' Report highlights a severe financial imbalance threatening pension benefits, with potential cuts of 22% looming for millions by 2032. As the U.S. population ages and economic conditions shift, this situation warrants attention. Lawmakers face tough choices, such as increasing payroll taxes or reducing benefits, yet time is running short. Recognizing these challenges is critical to future retirement planning and financial stability for all.

Fortune

06/09/2026

Following March's volatility this is a great reminder. The chart shows that despite a decline in stocks at some point each year (red dot and number), markets typically recover and returns for the full year (green bar) are positive most of the time. Take a look: https://livesocial.seismic.com/adhvez