6 min read
Why Travel Planning Should Include Insurance Planning
Stephen Ahern: Jun 25, 2026
6 min read
When to Review Insurance Policies and Annuities
Stephen Ahern: May 18, 2026
Life, disability, long-term care insurance, and annuities should be reviewed regularly because your needs, the policy or contract, and the...
7 min read
Saving for Your Child (and Adding Trump Accounts to the Mix)
Stephen Ahern: Mar 10, 2026
Originally published March 10, 2026; updated July 22, 2026 to reflect Trump Accounts becoming operational on July 4, 2026. Sections updated...
6 min read
Medicare Advantage vs Medigap: Why I Recommend Medigap
Stephen Ahern: Jan 05, 2026
It’s easy to feel overwhelmed by Medicare choices. This article is for people who can afford their health insurance options and want fewer...
5 min read
2025 Tax Planning: Why Charitable Giving and SALT Deductions Deserve a Closer Look
Stephen Ahern: Nov 13, 2025
Smart 2025 tax planning moves: Charitable giving and SALT deductions offer meaningful opportunities for smart 2025 tax planning before several...
5 min read
Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts
Stephen Ahern: Aug 06, 2025
This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via...
3 min read
Reverse Mortgages: Why They're Rarely the Right Fit
Stephen Ahern: Jun 27, 2025
Reverse mortgages are rarely a good fit, but there are specific situations—like limited income with no desire to leave the home to heirs—when...
3 min read
Six Considerations Before Buying a Second Home or Vacation Property
Stephen Ahern: Jun 05, 2025
Buying a second home can be a dream come true—but unless your cash flow, usage plans, mortgage terms, ongoing costs, tax implications and estate...
3 min read
How to Manage a Wealth Portfolio Through Market Cycles
Stephen Ahern: Jan 29, 2025
When facing market cycles, it’s important to keep a long‑term mindset and resist reacting solely to short‑term swings—those ups and downs are...
3 min read
5 Strategies for Mitigating Investment Risk for High Earners
Stephen Ahern: Dec 19, 2024
High earners have many investment opportunities, which means they’re also vulnerable to investment risks. Anticipating potential drawbacks is part of...