Notes from
the practice.

Plain-English writing on planning, markets, taxes, and the questions we hear most often. No fluff. No industry-speak. We publish when we have something worth saying.

Filter: All Retirement Long-term care Estate Markets Tax planning Insurance Education

Retirement

8 min read March 2026

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Notes fromthe practice.

The four moves every pre-retiree should make in their final working decade.

Long-term care, honestly.

What an estate plan actually does (and doesn't).

Why your plan matters more than the market.

When to claim Social Security.

The Roth conversion window.

The truth about annuities.

Inflation in retirement.

Let's talk about your next chapter.

Notes from
the practice.