Carey D. Sullivan, Co-Founder & CIO, The Five Peaks Capital Group

06/12/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/10/2026

Retirement is a new chapter that still needs a plan.

Reaching retirement is an incredible milestone. You’ve built a life that reflects your values, and now it is about protecting and enjoying it.

Your retirement years, however, are not the end of planning. They mark a new chapter that calls for flexibility and focus.

This Financial Planning Checklist for Retirees can help you stay proactive about your finances, review your goals, and adjust your plan as life evolves. A thoughtful approach can help ensure your wealth continues to support both your lifestyle and your legacy.

Enjoy the life you have worked hard to build with confidence.
https://bit.ly/4xhmfp7

06/08/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

06/04/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 rate of 2.8%.

06/02/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

05/29/2026

Happy 529 Day! Today is a perfect reminder of the value of planning ahead for education. A 529 plan offers tax advantages and flexibility whether you're saving for college, K–12 tuition, or even trade school. Want to learn how a 529 could fit into your financial plan? Let’s connect! https://nyl.co/4x3TnRc

05/27/2026

As a business owner, navigating the complexities of tax planning can be a daunting task, especially when it comes to employee benefits like 401K plans. However, with the right approach, you can turn these benefits into a valuable tax planning tool, reducing your liability and boosting your bottom line. By offering competitive employee benefits, you can attract and retain top talent, while also minimizing your tax burden. Effective tax planning can help you make the most of the tax code, ensuring you're taking advantage of all available deductions and credits. With a solid understanding of tax planning and employee benefits, you can drive business growth and increase profitability. By staying on top of the latest tax developments and strategies, you can ensure your business remains competitive and successful.

05/25/2026

Business owners know that retaining key employees is essential for success, but annual bonuses don’t really incentivize employees to stay around for the long term. Watch James’s and Celeste’s stories to see how the effective use of strategic incentive programs backed by life insurance can be a smart, tax-preferred choice that benefits both your employees and your business, and then let’s talk about how a deferred compensation plan could secure your business.

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05/21/2026

It's a question many remarried couples face: If one spouse passes away, what happens to the inheritance if there are children from a previous marriage?

You can leave a surviving spouse financially secure without leaving your children bitter.

05/19/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.