TruPlan Financial Advisors

06/03/2026

If you're a business owner saving for retirement, a SEP IRA may not be your only option. For self-employed individuals, a Solo 401(k) can offer higher contribution limits, valuable tax advantages, and added flexibility.

In a recent blog, Dean Peterson breaks down the key differences between two retirement options for business owners to help determine which strategy best supports your long-term goals.

Read more: https://www.truplanadvisors.com/blog/the-benefits-of-solo-401ks-for-business-owners

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke, CFA thinks in https://cetera.com/research-and-insights

05/29/2026

Planning for college doesn’t have to happen all at once. For many families, it starts with small, consistent steps and grows over time. 529 College Planning Day is a good reminder that starting early can make a lasting impact.

05/27/2026

Once again this year, we were proud to partner with the American Cancer Society in the fight against cancer. Together, we raised $20,000 and touched countless lives, all thanks to your incredible support!

We’re grateful to be surrounded by people who believe in giving back. Thank you!💙

05/27/2026

05/27/2026

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke, CFA says markets may take cues from headlines, not data, this week. https://cetera.com/the-week-ahead

05/25/2026

As we spend time with family and friends this Memorial Day, we remember those who made our freedom possible. We honor their sacrifice with gratitude, today and always.

05/21/2026

We’re in the final stretch, and every contribution matters. Today is the last day to help us reach our $20,000 goal, supporting research, expanding access to care, and helping families navigate some of life’s hardest moments. If you’ve been considering giving, now is the time to make your impact.

Make a donation here: https://raiseyourway.donordrive.com/campaigns/TruPlan-Financial-Advisors---Swing-for-a-Cure-2026

05/20/2026

Cetera Financial Group CIO Gene Goldman, CFA shared insights with Bloomberg discussing how equities and bonds appear to be sending conflicting signals, and why something may have to give between the two primary asset classes. Read more here: https://bloom.bg/4dw3vJs