Catalyst Retirement Advisors

06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

05/29/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

05/27/2026

Summer travel may come with higher costs this year, as airfare, gas, lodging, dining, and activities all reflect broader price pressures.

Average domestic airfare is about $383, up $89 from last year, while gas prices have risen $1.42 per gallon from a year earlier.

Other travel-related expenses are also higher. Activities are up by more than 5.5%, lodging costs are up by 4.3%, and dining out prices are up by more than 3.6%.

Even with higher prices, many Americans are still taking trips, though some may choose destinations closer to home to help manage overall costs.

These trends show how inflation can affect more than everyday essentials — it can also shape how households approach travel, leisure, and seasonal spending.

Gas prices, airfares, accommodations and other vacation essentials are more expensive this year compared to last year.

05/27/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

05/25/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

05/22/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

05/20/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

05/18/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

05/15/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

05/11/2026

U.S. debt held by the public recently rose above the country’s gross domestic product, marking a notable fiscal milestone.

Debt held by the public stood at approximately $31.27 trillion at the end of April, slightly above the U.S. GDP of about $31.22 trillion over the prior 12-month period.

This measure represents debt owed to parties outside the federal government, including individuals, businesses, state and local governments, and foreign investors.

Several factors have contributed to the increase over time, including tax policy changes, higher federal spending, rising interest costs, and the needs of an aging population.

One key concern is the cost of servicing that debt. Federal interest payments have grown significantly, potentially affecting the government's flexibility for other priorities.

At the same time, demand for U.S. debt remains strong, and some economists note that the country’s broader economic strength helps provide context for the numbers.

Overall, the debt-to-GDP milestone is an important signal to watch — not necessarily a short-term crisis, but a reminder of how federal borrowing, interest costs, and economic growth are closely connected.

Federal debt held by the public now surpasses the total value of the nation's economic output. Here's why experts say that's a concern.