Insights

Notes from the firm.

Plain-English perspective on the things that actually move a financial plan — retirement, taxes, markets, and the headlines worth paying attention to.

June 10, 2026 · Retirement

Social Security's 2032 warning: what the latest Trustees report means

The latest Trustees report pulled Social Security's reserve-depletion date up to 2032. What that means for benefits, why the shortfall could run deeper, and why it's the case for planning and stress-testing.