The Wealth Alliance

06/08/2026

Common Retirement Planning Mistakes

Retirement planning can consist of many different factors in order to execute successfully. Common mistakes may include waiting too long to start saving, over-relying on a single account type, underestimating the length of retirement, neglecting tax diversification, and failing to account for healthcare and long-term care costs. It is important to consistently save, maintain accessible liquidity, and work with a financial professional to build a proactive plan.

Read more: https://www.gobankingrates.com/retirement/planning/im-financial-advisor-retirement-mistakes-that-cost-clients-100k-or-more/



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Pros revealed the six-figure mistakes.

06/05/2026

Top Financial Concerns Among Retirees

A recent CBS News article highlights findings from Schroders' 2026 US Retirement Survey, in which 90% of retirees surveyed said they worry about inflation eroding the value of their assets. Healthcare costs were also a prominent concern, with 87% citing higher-than-expected expenses, and 58% saying Medicare covered a smaller share of their costs than anticipated. The survey also found that 58% of retirees said they do not know how long their savings will last.

Read more: https://www.cbsnews.com/news/retirement-inflation-health-care-costs/



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Retirees say inflation, health care costs and market volatility are threatening their financial security.

06/03/2026

Managing an Inheritance

Receiving an inheritance can involve emotional, legal, and financial considerations. A recent Kiplinger article discusses the importance of gathering key documents, understanding the assets involved, and reviewing potential tax or estate-related responsibilities.

Read more: https://www.kiplinger.com/retirement/inheritance/suddenly-inherited-money-what-to-do-next



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

What you should do with an inheritance, even if it comes at the worst possible time.

06/02/2026

President & Managing Director Eric Diton in MarketWatch

President & Managing Director Eric Diton recently shared general market observations with Frances Yue of MarketWatch on what has been driving the market's rebound since March 30, 2026, including the continued strength of the AI trade and the more volatile energy trade.

He also shared his perspective on market concentration trends, noting that a relatively small group of large-cap companies appeared to lead much of the market's recent advance.

Read more: https://www.marketwatch.com/livecoverage/stock-market-today-dow-jones-s-p-500-nasdaq-near-record-highs-us-iran-peace-deal/card/biggest-stocks-drive-market-rebound-since-march-31-as-ai-trade-rolls-on-the-wealth-alliance-9NumxDjlo03f5aTTUXn8



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

06/01/2026

Social Security COLA Forecast for 2027

Early projections suggest the Social Security cost-of-living adjustment for 2027 may be higher than this year's 2.8% increase. A recent article from TheStreet reports that the Senior Citizens League has raised its 2027 COLA estimate to 3.9%, citing April inflation data. The official adjustment will be determined using inflation data from July through September and is expected to be announced by the Social Security Administration in October.

Read more: https://www.thestreet.com/retirement/seniors-just-got-huge-news-regarding-social-security-payments



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

The news comes as higher costs have hit those on a fixed income hard.

06/01/2026

President & Managing Director Eric Diton in Bloomberg

Space stocks tumbled after a Blue Origin rocket exploded, diminishing the hype that has built around the sector. President & Managing Director Eric Diton shared his perspective with Arvelisse Bonilla Ramos of Bloomberg on what the incident means for investors. He says "when a setback like this happens, which could extend the timeline on future launches, and thus extend the timeline on future profitability, many momentum investors will sell first and then ask questions later."

Read more: https://www.bloomberg.com/news/articles/2026-05-29/space-stocks-hype-gets-reality-check-with-blue-origin-blowup



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

05/29/2026

President & Managing Director Eric Diton in Bloomberg

Ford is rallying to its best monthly gain since the financial crisis, driven by investor excitement around its energy storage business and how it could benefit from the AI boom. President & Managing Director Eric Diton recently shared his observations on the rally with Jordan Fitzgerald of Bloomberg, noting that "energy storage is not a far stretch for Ford given its EV business.

Read more: https://www.bloomberg.com/news/articles/2026-05-29/ford-stock-set-for-best-month-since-financial-crisis-on-ai-rally



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

05/29/2026

Charitable Giving for Retirees

A recent CNBC article discusses a proposed bipartisan bill that could allow retirees to make qualified charitable distributions directly from 401(k)s. Under current law, retirees who want to use 401(k) funds for a QCD must first roll the money over to an IRA. Legislation aims to eliminate this step. Read more: https://www.cnbc.com/2026/05/18/401k-charitable-donations.html

Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from individual retirement accounts.

05/27/2026

Active Retirement and Taxes

An active retirement lifestyle may have tax implications. A recent Kiplinger article highlights how part-time work, volunteering and health-related spending strategies could affect your taxable income, Social Security taxes and Medicare premiums. It also discusses how existing HSA balances could be used for qualified medical expenses in retirement.

Read more in Kiplinger: https://www.kiplinger.com/taxes/the-new-retirement-math-active-lifestyle-and-lower-taxes



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

05/26/2026

President & Managing Director Eric Diton in TheStreet!

President & Managing Director Eric Diton recently shared general market observations with Mary Helen Gillespie at TheStreet regarding the Federal Reserve’s current “higher for longer” stance on interest rates as of May 26, 2026, inflationary pressures from energy shocks and Trump’s tariffs, and more.

He also discussed Kevin Warsh’s new role as Fed Chair and perspective on AI-driven efficiencies, as well as how an end to the Iran conflict may impact monetary policy in the future.

Read more: https://www.thestreet.com/fed/investors-drop-bold-fed-rate-cut-signal-to-new-fed-chair-kevin-warsh



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA