Insights

No one likes to think about it. The idea of preparing your spouse for your death or incapacity feels uncomfortable at best and morbid at worst. But from a financial planning perspective, one of the greatest gifts you can give your partner is clarity.

What's Inside: The World's Happiest Countries, 2025; Cash or Credit? How Consumers Pay Today; Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers; The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses; New Auto Loan Interest Deduction Explained; and Medicare or Medicaid?

Wall Street saw stocks continue to trend lower last week, influenced by geopolitical tension, volatile energy markets, and shifting investor sentiment.