Executive Summary If you leave a job in your 50s, you may have more options than you think. Buried in the tax code is something called the “Age 55 Rule,” and it can save you thousands of dollars in penalties if you need to tap your retirement account before 59½. The problem is, hardly anyone […]

Real lessons from real women who decided to get financially fearless. Today is extra special — it’s my birthday! 🥳 And instead of gifts or cake (okay, maybe some cake), I want to celebrate by sharing something far more meaningful: real stories of women who chose courage, clarity, and confidence with their money. Because the […]

Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?

Kingsview CIO Scott Martin joins Cheryl Casone for a segment on the bond market and general outlooks as tariff and trade policies intensify.