Since April 17, 2026, I have been Senior Reporter for ThinkAdvisor.
Author page: https://www.thinkadvisor.com/author/profile/rob-burgess/
Some of these stories were republished by sister publication, BenefitsPRO. Here is my author page: https://www.benefitspro.com/author/profile/rob-burgess/
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Stories
2026-04-20 - TA - Could Retirement Planning Be the Next AI Frontier for Advisors
2026-04-21 - TA - Baird Adds $1B Team in Indianapolis
https://www.thinkadvisor.com/2026/04/21/baird-adds-1b-team-in-indianapolis/
2026-04-21 - TA - AI Can't Do Math. So How Does It Do With Portfolio Allocations
2026-04-22 - TA - How Advisors Guide Clients Who Want to Help Their Child Buy a Home
2026-04-22 - TA - 6 Firms Merge to Form New $4B RIA
https://www.thinkadvisor.com/2026/04/22/6-firms-merge-to-form-new-4b-ria/
2026-04-23 - TA - Hightower to Acquire $9.5B Bahnsen Group
https://www.thinkadvisor.com/2026/04/23/hightower-to-acquire-95b-bahnsen-group/
2026-04-23 - TA - Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios
2026-04-24 - TA - How Advisors Can Protect Clients In Cognitive Decline
https://www.thinkadvisor.com/2026/04/24/how-advisors-can-protect-clients-in-cognitive-decline/
2026-04-27 - TA - Osaic Adds AI-Powered Documentation Platform
https://www.thinkadvisor.com/2026/04/27/osaic-adds-ai-powered-documentation-platform/
2026-04-28 - TA - Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do
2026-04-28 - TA - 'Gray Divorce' Leaves Little Room for Error in Retirement Planning
https://www.thinkadvisor.com/2026/04/28/how-gray-divorce-changes-retirement/
2026-04-28 - TA - 55ip Collaborates With T. Rowe Price on Custom Model Portfolios
2026-04-30 - TA - Jump Adds to Leadership Team, Announces New Collaboration
https://www.thinkadvisor.com/2026/04/30/jump-adds-to-leadership-team-announces-new-collaboration/
2026-04-30 - TA - California's Wealth Tax Plan Fuels UHNW Anxiety
https://www.thinkadvisor.com/2026/04/30/californias-proposed-wealth-tax-fuels-uhnw-anxiety/
2026-05-01 - TA - Reverence Capital Closes $2B-Plus Osaic Recapitalization
https://www.thinkadvisor.com/2026/05/01/reverence-capital-closes-2b-plus-osaic-recapitalization/
2026-05-01 - TA - Tax and Retirement Issues to Watch for in 'Gray Divorce'
https://www.thinkadvisor.com/2026/05/01/tax-and-retirement-issues-to-watch-for-in-gray-divorce/
2026-05-04 - TA - AmeriFlex Rolls Out Succession Platform
https://www.thinkadvisor.com/2026/05/04/ameriflex-group-rolls-out-succession-platform/
2026-05-05 - TA - Client Demand for Tax Planning From Advisors Keeps Growing
https://www.thinkadvisor.com/2026/05/05/client-demand-for-tax-planning-from-advisors-keeps-growing/
2026-05-05 - TA - Sowell Launches 'Family Office Lite,' Advisor Partnership Program
2026-05-06 - TA - What 4 Pre-Retirees Really Want From Advisors
https://www.thinkadvisor.com/2026/05/06/4-pre-retirees-discuss-what-they-really-want-from-advisors/
2026-05-06 - TA - Most Advisors Doing Income Planning Rate Their Skills 'Intermediate' or Lower – Study
2026-05-07 - TA - How Tax Planning Can Help Advisors Turn Prospects to Clients
https://www.thinkadvisor.com/2026/05/07/how-tax-planning-can-help-advisors-win-over-more-prospects/
2026-05-07 - TA - How to Avoid the Costliest IRA Mistakes
https://www.thinkadvisor.com/2026/05/07/how-to-avoid-the-costliest-ira-mistakes/
2026-05-08 - TA - Jeff Levine Breaks Down the OBBBA
https://www.thinkadvisor.com/2026/05/08/jeff-levine-breaks-down-the-obbba/
2026-05-11 - TA - How Frontloading Taxes Can Help Prevent Pain in Retirement
https://www.thinkadvisor.com/2026/05/11/how-frontloading-taxes-can-help-prevent-pain-in-retirement/
2026-05-11 - TA - Dynasty Investment Bank Marks Third Anniversary With 'M&A May'
https://www.thinkadvisor.com/2026/05/11/dynasty-investment-bank-marks-third-anniversary-with-ma-may/
2026-05-12 - TA - Wells Fargo Launches Advisor Gateway
https://www.thinkadvisor.com/2026/05/12/wells-fargo-launches-advisor-gateway/
2026-05-12 - TA - The Big Question Looming Over Bonuses This Year
https://www.thinkadvisor.com/2026/05/12/year-end-bonuses-seen-flat-to-modestly-higher-report/
2026-05-13 - TA - Debra Taylor - How OBBBA Is Making Advisors Rethink Tax Planning
2026-05-13 - TA - Osaic Pulls $200M Du Lac Wealth Services From LPL
https://www.thinkadvisor.com/2026/05/13/osaic-pulls-200m-du-lac-wealth-services-from-lpl/
2026-05-14 - TA - Ted Cruz Says Trump Accounts Could Replace Social Security. Retirement Pros Are Skeptical.
2026-05-14 - TA - Corient Acquires $7.8B Capital Advisors
https://www.thinkadvisor.com/2026/05/14/corient-acquires-78b-capital-advisors/
2026-05-15 - TA - Integrated Partners Adds $850M City Square Wealth Management
https://www.thinkadvisor.com/2026/05/15/integrated-partners-adds-850m-city-square-wealth-management/
2026-05-15 - TA - When Clients Start an 'Encore Career' in Retirement
https://www.thinkadvisor.com/2026/05/15/when-clients-start-an-encore-career-in-retirement/
2026-05-18 - TA - Nitrogen Rolls Out Legacy Center
https://www.thinkadvisor.com/2026/05/18/nitrogen-rolls-out-legacy-center/
2026-05-18 - TA - Creating a Successful Multi-Generational Household Takes Planning
2026-05-19 - TA - Orion, Flourish Expand Integration for Held-Away Cash Visibility
2026-05-19 - TA - How to Keep Client Couples' Simultaneous Retirements From Going Wrong
2026-05-20 - TA - Bluespring Wealth Acquires $1.1B Synthesis Wealth Planning
https://www.thinkadvisor.com/2026/05/20/bluespring-wealth-acquires-11b-synthesis-wealth-planning/
2026-05-20 - TA - How to Avoid Beneficiary Designation Horror Stories
https://www.thinkadvisor.com/2026/05/20/how-to-avoid-beneficiary-designation-horror-stories/
2026-05-21 - TA - Wealth.com Partners With AcquireUp
https://www.thinkadvisor.com/2026/05/21/wealthcom-partners-with-acquireup/
2026-05-22 - TA - Rockefeller Global Family Office Adds $1B Team From Morgan Stanley
2026-05-22 - TA - $3B Wells Fargo Team Launches RIA Gryphon Wealth
https://www.thinkadvisor.com/2026/05/22/3b-wells-fargo-team-launches-ria-gryphon-wealth/
2026-05-22 - TA - Captrust Adds $1.25B Stillwater Capital Advisors
https://www.thinkadvisor.com/2026/05/22/captrust-adds-125b-stillwater-capital-advisors/
2026-05-26 - TA - Annuities May Help Clients Live Longer – Study
https://www.thinkadvisor.com/2026/05/26/annuities-may-help-clients-live-longer-study/
Republished in BenefitsPro:
2026-05-27 - BP - Annuities linked to longer, healthier retirements, research finds
2026-05-26 - TA - An Obscure Social Security Claiming Strategy - Not So Fast
https://www.thinkadvisor.com/2026/05/26/an-obscure-social-security-claiming-strategy-not-so-fast/
Republished in BenefitsPro:
2026-05-28 - BP - Is the claim-early Social Security strategy too good to be true
2026-05-28 - TA - Client Satisfaction Is High, but Referrals Are Low – Report
https://www.thinkadvisor.com/2026/05/28/client-satisfaction-is-high-but-referrals-are-low-report/
2026-05-28 - TA - New AI Business Tax Prep Platform Goes Live
https://www.thinkadvisor.com/2026/05/28/new-ai-business-tax-prep-platform-goes-live/
2026-05-29 - TA - Bill Crager Launches New Wealthtech Platform
https://www.thinkadvisor.com/2026/05/29/bill-crager-launches-new-wealthtech-platform/
2026-05-29 - TA - Advyzon Sees the Promise and Peril of AI in Wealth Management
2026-06-02- TA - Bluespring Wealth Launches RIA
https://www.thinkadvisor.com/2026/06/02/bluespring-wealth-launches-ria/
2026-06-02 - TA - How Raising Children Later in Life Changes Retirement Planning
Republished in BenefitsPro:
2026-06-02 - BP - Raising children later in life can change retirement planning
2026-06-03 - TA - Modern Wealth Acquires $1.1B Flaharty Asset Management
https://www.thinkadvisor.com/2026/06/03/modern-wealth-acquires-11b-flaharty-asset-management/
2026-06-03 - TA - Dividend - Growth - Both Stock Classes Can Work in Retirement Portfolios
2026-06-04 - TA - FP Alpha Launches Tax Snapshot 3.0
https://www.thinkadvisor.com/2026/06/04/fp-alpha-launches-tax-snapshot-30/
2026-06-04 - TA - Your Wealthy Client Made a Big Gift Before OBBBA. What if They Want it Back
2026-06-05 - TA - Cresset Hires $1B Denver Advisor
https://www.thinkadvisor.com/2026/06/05/cresset-hires-1b-denver-advisor/
2026-06-05 - TA - 1 in 5 Married Couples Leave Free 401(k) Money on the Table – Study
Re-published in BenefitsPro:
2026-06-08 - BP - 1 in 5 married couples leave 401(k) money on the table, study finds
2026-06-08 - TA - Carson Acquires $1.1B Osaic Affiliate
https://www.thinkadvisor.com/2026/06/08/carson-acquires-11b-osaic-affiliate/
2026-06-08 - TA - Third of Gen Xers, Half of Millennials Rely on Parents Financially – Study
2026-06-09 - TA - The 'Magic' Retirement Number - Useful or Dangerous
https://www.thinkadvisor.com/2026/06/09/the-magic-retirement-number-useful-or-dangerous/
2026-06-09 - TA - Social Security Retirement Fund Still on Track to Go Bust in 2032
https://www.thinkadvisor.com/2026/06/09/social-security-funds-still-on-track-to-go-bust-in-2034/
Re-published in BenefitsPro:
2026-06-09 - BP - Social Security retirement fund still on track to run dry in 2032
2026-06-09 - TA - Janney Names Inaugural Chief Strategic Initiatives Officer
https://www.thinkadvisor.com/2026/06/09/janney-names-inaugural-chief-strategic-initiatives-officer/
2026-06-10 - TA - Beware of These Tax Traps When Clients Retire Abroad
https://www.thinkadvisor.com/2026/06/10/beware-of-these-tax-traps-when-clients-retire-abroad/
2026-06-10 - TA - Hightower Expands Family Office
https://www.thinkadvisor.com/2026/06/10/hightower-expands-family-office/
2026-06-11 - TA - FINNY Launches Enterprise Platform
https://www.thinkadvisor.com/2026/06/11/finny-launches-enterprise-platform/
2026-06-11 - TA - LPL, PGA Announce Partnership
https://www.thinkadvisor.com/2026/06/11/lpl-pga-announce-partnership/
2026-06-12 - TA - Ensemble Practice Names Catherine Williams COO
https://www.thinkadvisor.com/2026/06/12/ensemble-practice-names-catherine-williams-coo/
2026-06-15 - TA - Meradia Appoints Head of Applied AI
https://www.thinkadvisor.com/2026/06/15/meradia-appoints-head-of-applied-ai/
2026-06-15 - TA - 'Social Security Is Not Going Away,' Industry Veteran Tells Advisors
2026-06-16 - TA - Cresset Appoints Head of Family Office Services
https://www.thinkadvisor.com/2026/06/16/cresset-appoints-head-of-family-office-services/
2026-06-16 - TA - FIRE May Be Hot, but Some Advisors Are Cold
https://www.thinkadvisor.com/2026/06/16/fire-may-be-hot-but-some-advisors-are-cold/
2026-06-17 - TA - $3.5B Team Leaves UBS; $1.2B Advisor Joins Firm
https://www.thinkadvisor.com/2026/06/17/35b-team-leaves-ubs-12b-advisor-joins-firm/
2026-06-17 - TA - Firms Seeking Young Advisors Should Support Career Advancement – Survey
2026-06-17 - TA - Even With Marriage Equality, LGBTQ+ Clients Have Planning Challenges
2026-06-18 - TA - AE Wealth Launches Securities-Based Lending Solution
https://www.thinkadvisor.com/2026/06/18/ae-wealth-launches-securities-based-lending-solution/
2026-06-18 - TA - How to Avoid the Most Common Social Security Survivor Benefit Mistakes
2026-06-22 - TA - The True Costs of Retirement Communities, and How Advisors Can Help
2026-06-30 - TA - How Advisors Can Ease the Switch From Saving to Spending in Retirement
2026-07-20 - TA - Are Dividend Stocks Right for Retirement - It Depends on Who You Ask
2026-07-21 - TA - Envestnet Debuts Wealth Trading Platform
https://www.thinkadvisor.com/2026/07/21/envestnet-debuts-wealth-trading-platform/
2026-07-22 - TA - Orion's Reed Colley - What the Future of AI Looks Like for RIAs
2026-07-22 - TA - Cresset Adds $1.1B Advisory Team
https://www.thinkadvisor.com/2026/07/22/cresset-adds-11b-advisory-team/
2026-07-23 - TA - Why AI Helps Advisor Value - Stifel CEO
https://www.thinkadvisor.com/2026/07/23/why-ai-helps-advisor-value-stifel-ceo/
2026-07-23 - TA - How Advisors Can Support Clients With IVF, Adoption and Surrogacy
2026-07-24 - TA - How Advisors Can Keep Rising Costs From Derailing Clients' Retirement Plans
2026-07-24 - TA - Cetera Names Head of Tax-Focused Team
https://www.thinkadvisor.com/2026/07/24/cetera-names-head-of-tax-focused-team/
2026-07-28 - TA - Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change
2026-07-28 - TA - Corient Adds $4.9B New York RIA
https://www.thinkadvisor.com/2026/07/28/corient-adds-49b-new-york-ria/
2026-07-28 - TA - With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can Help
2026-07-29 - TA - Wealth.com Partners With FMG Suite
https://www.thinkadvisor.com/2026/07/29/wealthcom-partners-with-fmg-suite/
2026-07-30 - TA - Mercer Debuts New Version of AI-Powered Ecosystem
https://www.thinkadvisor.com/2026/07/30/mercer-debuts-new-version-of-ai-powered-ecosystem/
2026-07-30 - TA - As Retiree Healthcare Costs Keep Rising, Planning Ahead Can Help
2026-07-30 - TA - New Research Challenges 4% Rule With Hybrid Approach
https://www.thinkadvisor.com/2026/07/30/new-research-challenges-4-rule-with-hybrid-approach/
2026-07-31 - TA - LPL Debuts Unified Tech Platform
https://www.thinkadvisor.com/2026/07/31/lpl-debuts-unified-tech-platform/
2026-07-31 - TA - Near-Retirees Fear Running Out of Time to Travel, Not Money – Survey
Republished in BenefitsPro:
2026-08-03 - BP - Why retirees are frontloading big trips
https://www.benefitspro.com/2026/08/03/why-retirees-are-frontloading-big-trips/
2026-08-03 - TA - Don't Let These Retirement Planning Blind Spots Surprise Your Clients
2026-08-04 - TA - $3.5B Team Joins Cetera to Launch RIA
https://www.thinkadvisor.com/2026/08/04/35b-team-joins-cetera-to-launch-ria/
2026-08-05 - TA - Hightower Adds $2.5B Stearns Financial Group
https://www.thinkadvisor.com/2026/08/05/hightower-adds-25b-stearns-financial-group/
2026-08-05 - TA - 13 States Don't Tax Retirement Income. Should Clients Move
https://www.thinkadvisor.com/2026/08/05/13-states-dont-tax-retirement-income-should-clients-move/
2026-08-06 - TA - Corient Adds $21B Summit Trail Advisors
https://www.thinkadvisor.com/2026/08/06/corient-adds-21b-summit-trail-advisors/
2026-08-06 - TA - Nearly Half of This Social Security Benefit Goes Unclaimed
https://www.thinkadvisor.com/2026/08/06/the-social-security-benefit-that-goes-nearly-half-unclaimed/
2026-08-07 - TA - How Husbands' Early Social Security Claims Can Put Widows at Risk
2026-08-07 - TA - MoneyLion Veterans Roll Out AI Platform for Wealth Managers
https://www.thinkadvisor.com/2026/08/07/moneylion-veterans-roll-out-ai-platform-for-wealth-managers/
2026-08-10 - TA - Raymond James Adds $1.1B Team
https://www.thinkadvisor.com/2026/08/10/raymond-james-adds-11b-team/
2026-08-11 - TA - When Older Clients Remarry, Prepare for These Planning Challenges
2026-08-11 - TA - American College Introduces DAF Designation Program
https://www.thinkadvisor.com/2026/08/11/american-college-introduces-daf-designation-program/
2026-08-11 - TA - Your Firm Was Acquired. How Do You Tell Your Clients
https://www.thinkadvisor.com/2026/08/11/your-firm-was-acquired-how-do-you-tell-your-clients/
2026-08-12 - TA - For a Successful Gray Marriage, Plan for the End at the Beginning
2026-08-12 - TA - CogniCor Adds Beacon Pointe Chair to Advisory Board
https://www.thinkadvisor.com/2026/08/12/cognicor-adds-beacon-pointe-chair-to-advisory-board/
2026-08-12 - TA - Why Client Interest in Trusts Is Soaring
https://www.thinkadvisor.com/2026/08/12/why-client-interest-in-trusts-is-soaring/
2026-08-13 - TA - Merit Adds $900M Firm From Commonwealth
https://www.thinkadvisor.com/2026/08/13/merit-adds-900m-firm-from-commonwealth/
2026-08-13 - TA - Secret $6M Payment to Forbes Editor Raises Questions on Advisor Rankings
2026-08-14 - TA - Cambridge Adds 186 Advisors in First Half of 2026
https://www.thinkadvisor.com/2026/08/14/cambridge-adds-186-advisors-in-first-half-of-2026/
2026-08-14 - TA - Dynasty's Sports-Advice Business Gets New Executive-In-Residence
2026-08-17 - TA - What the Forbes Fiasco Means for the Future of Advisor Rankings
2026-08-17 - TA - Carson Group Hires SVP of Business Development
https://www.thinkadvisor.com/2026/08/17/carson-group-hires-svp-of-business-development/
2026-08-18 - TA - FINNY Launches 'Pay-as-You-Grow' Fee Model
https://www.thinkadvisor.com/2026/08/18/finny-launches-pay-as-you-grow-fee-model/
2026-08-19 - TA - What a Home Can and Can't Do in a Client's Retirement Plan
https://www.thinkadvisor.com/2026/08/19/what-a-home-can-and-cant-do-in-a-clients-retirement-plan/
2026-08-19 - TA - Family Offices Favor Direct Investments Over Hedge Funds and Private Credit – Report
2026-08-20 - TA - FP Transitions Introduces Firm Valuation Benchmarking Tool
https://www.thinkadvisor.com/2026/08/20/fp-transitions-introduces-firm-valuation-benchmarking-tool/
2026-08-20 - TA - How Advisors Can Help Small-Business Clients Offer Retirement Plans
Republished in BenefitsPro:
2026-08-21 - BP - Only 49% of SMBs offer retirement plans, study finds
https://www.benefitspro.com/2026/08/21/only-49-of-smbs-offer-retirement-plans-study-finds/
2026-08-21 - TA - Morgan Stanley Halts Use of Forbes, Shook Rankings
https://www.thinkadvisor.com/2026/08/21/morgan-stanley-suspends-use-of-forbes-shook-rankings/
2026-08-21 - TA - XYPN Partners With Phone Platform
https://www.thinkadvisor.com/2026/08/21/xypn-partners-with-phone-platform/
2026-08-21 - TA - With 261 Designations and Counting, How Many Are Worth It
https://www.thinkadvisor.com/2026/08/21/with-261-designations-and-counting-how-many-are-worth-it/
2026-08-24 - TA - Kestra Appoints New Head of Wealth Management
https://www.thinkadvisor.com/2026/08/24/kestra-appoints-new-head-of-wealth-management/
2026-08-24 - TA - When Newlyweds Discover They're Not Financially Equal
2026-08-25 - TA - Forbes, Shook Research Suspend Rankings, Events
https://www.thinkadvisor.com/2026/08/25/forbes-shook-research-suspend-rankings-events/
2026-08-26 - TA - This Trust Shields Client Assets From Lawsuits, but Is It Worth It
2026-08-26 - TA - Wells Fargo Joins Morgan Stanley in Halting Use of Forbes, Shook Research Rankings
2026-08-26 - TA - Why Vanguard's Altruist Buy Is a Big Deal for RIAs
https://www.thinkadvisor.com/2026/08/26/why-vanguards-altruist-buy-is-a-big-deal-for-rias/
2026-08-26 - TA - How Constant Communication Led This Advisor to Organic Growth
2026-08-27 - TA - AssetMark Introduces AI-Powered Talk Tracks
https://www.thinkadvisor.com/2026/08/27/assetmark-introduces-ai-powered-talk-tracks/
2026-08-27 - TA - Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help
2026-08-28 - TA - Advisors Weigh Vanguard Deal, On and Off Altruist's Platform
https://www.thinkadvisor.com/2026/08/28/on-and-off-altruists-platform-advisors-weigh-vanguard-deal/
2026-08-28 - TA - Osaic Appoints Chief AI and Technology Officer
https://www.thinkadvisor.com/2026/08/28/osaic-appoints-chief-ai-and-technology-officer/
2026-08-31 - TA - $2.1B Team Splits From LPL, Joins Cetera
https://www.thinkadvisor.com/2026/08/31/21b-team-splits-from-lpl-joins-cetera/
2026-09-01 - TA - Sowell Management Launches Advanced Planning Group
https://www.thinkadvisor.com/2026/09/01/sowell-management-launches-advanced-planning-group/
2026-09-01 - TA - How Adult Children Affect Gray Marriage Estate Planning
https://www.thinkadvisor.com/2026/09/01/how-adult-children-affect-gray-marriage-estate-planning/
2026-09-02 - TA - Illness Can Wipe Out Retirement Savings, Unless Advisors Help Clients Plan Ahead
2026-09-02 - TA - Altruist Introduces AI-Powered Financial Planning Agent
https://www.thinkadvisor.com/2026/09/02/altruist-introduces-ai-powered-financial-planning-agent/
2026-09-02 - TA - Merit Names LPL, UBS Veteran to New Tech Chief Post
https://www.thinkadvisor.com/2026/09/02/merit-names-lpl-ubs-veteran-to-new-tech-chief-post/
2026-09-03 - TA - Sequoia Financial Acquires $2.3B Colorado RIA
https://www.thinkadvisor.com/2026/09/03/sequoia-financial-acquires-23b-colorado-ria/
2026-09-03 - TA - Pontera Expands Platform to Support Non-Discretionary Retirement Advice
Mentions
2026-05-05 - Kitces - Weekend Reading For Financial Planners (May 9-10)
https://www.kitces.com/blog/weekend-reading-for-financial-planners-may-9-10-2026/
2026-06-05 - Kitces - Weekend Reading For Financial Planners (June 6–7)
https://www.kitces.com/blog/weekend-reading-for-financial-planners-june-6-7-2026/
Newsletters
Weekend Review Newsletter
(I occasionally am in charge of publishing the Weekend Review Newsletter, which is published each Saturday.)
2026-06-15 - TA - Weekend Review Newsletter
Newsroom Update Newsletter
(I occasionally am in charge of publishing the Newsroom Update Newsletter.)
2026-07-23 - TA - Newsroom Update Newsletter
2026-07-28 - TA - Newsroom Update Newsletter
Tech Reporter Newsletter
(I occasionally am in charge of publishing the Tech Reporter Newsletter, which is published each Thursday.)
2026-06-18 - TA - Tech Reporter Newsletter
Retirement Report Newsletter
(Starting April 28, 2026, I have been publishing the Retirement Report Newsletter each Tuesday.)
2026-04-28 - TA - Retirement Report Newsletter
2026-05-12 - TA - Retirement Report Newsletter
2026-05-19 - TA - Retirement Report Newsletter
2026-05-26 - TA - Retirement Report Newsletter
2026-06-02 - TA - Retirement Report Newsletter
2026-06-09 - TA - Retirement Report Newsletter
2026-06-16 - TA - Retirement Report Newsletter
2026-07-21 - TA - Retirement Report Newsletter
2026-07-28 - TA - Retirement Report Newsletter
2026-08-04 - TA - Retirement Report Newsletter
2026-08-11 - TA - Retirement Report Newsletter
2026-08-18 - TA - Retirement Report Newsletter
2026-08-25 - TA - Retirement Report Newsletter
2026-09-01 - TA - Retirement Report Newsletter
Tax Planning Insider Newsletter
(Starting May 13, 2026, I have been publishing the Tax Planning Insider Newsletter each Wednesday.)
2026-05-13 - TA - Tax Planning Insider Newsletter
2026-05-20 - TA - Tax Planning Insider Newsletter
2026-05-27 - TA - Tax Planning Insider Newsletter
2026-06-03 - TA - Tax Planning Insider Newsletter
2026-06-10 - TA - Tax Planning Insider Newsletter
2026-06-17 - TA - Tax Planning Insider Newsletter
2026-07-22 - TA - Tax Planning Insider Newsletter
2026-07-29 - TA - Tax Planning Insider Newsletter
2026-08-05 - TA - Tax Planning Insider Newsletter
2026-08-12 - TA - Tax Planning Insider Newsletter
2026-08-19 - TA - Tax Planning Insider Newsletter
2026-08-26 - TA - Tax Planning Insider Newsletter
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