What would you regret not doing when it comes to retirement? From Social Security timing to long-term care planning, the right decisions now can save headaches later. Explore the key steps to retire with confidence: https://t.co/3vtcZo7z9G

The start of a new year brings new goals, and your budget is the foundation that supports them. When you tell your money where to go, you create clarity, confidence, and control over your financial life. Let’s map out the year ahead together: https://t.co/xc3V11GYQy

• Treasury yields moved in opposite directions: short-term yields declined, long-term yields rose, and the 2-year yield remained unchanged. For a deeper look at December’s market trends, read the full Monthly Market Wrap:

• Sector performance was mixed, with financials leading (+3.1%). • The U.S. economy added 64,000 jobs. • Inflation continued to ease, with headline inflation at 2.68% and core inflation at 2.69% in November.

With the government resuming most economic data releases, investors gained greater visibility into the broader economic picture. Economic highlights to follow... https://t.co/L7GsIb4kJ9

Markets finished the year on a mixed note. International equities closed out 2025 on a strong footing, with emerging markets leading the way (+3%) in December. U.S. markets were more muted — the S&P 500 ended the month essentially flat, while the Russell 2000 was down 0.6%.

The Dow Jones is off to its best start to a year since 2003.

U.S. and global vehicle markets are showing divergent trends between traditional gas vehicles and electric vehicles (EVs), underscoring a shift in consumer demand and industry strategy. Learn more: https://t.co/WYB05RFvyH

As wealth grows, financial decisions become more complex. Learn how coordinated financial planning helps high-income professionals reduce tax drag, manage risk, and build durable wealth: https://t.co/oD7DsXBuUj

Certain types of student loan forgiveness is taxable again after a law expired in 2025. The change applies to IDRs—starting in 2026, the canceled loans will count as income, which could trigger a tax bill or impact eligibility for other tax breaks. More:

S&P 500 performance: 2019: 28.9% 2020: 16.3% 2021: 26.9% 2022: -19.4% 2023: 24.2% 2024: 23.3% 2025: 16.4%

January is National Mentoring Month, a reminder that some of the most important lessons we pass along aren’t taught in classrooms. Financial literacy can shape confidence, decision-making, and long-term security for the next generation: https://t.co/trowMkwBs0

Market Recap: The S&P 500 eased to start 2026 after locking in a strong 2025, with consumer discretionary, technology & financials leading last week’s pullback. Energy & utilities bucked the trend, while investors now turn their focus to key economic data: https://t.co/tuRLflCjVg

One stock dominated the S&P 500 in 2025. Sandisk’s (SNDK) performance highlights how quickly technology trends can influence markets — but leadership can change just as fast... Read more: https://t.co/CBgDo7AH0S

NUA is a little-known tax strategy that can turn ordinary income into capital gains for company stock held in a 401(k). See when it may (or may not) make sense: https://t.co/LO3pvEaKVb

A new year is a natural time to revisit the foundations of your financial plan. Before focusing on new goals, make sure you’re prepared for the unexpected. This guide walks through emergency planning essentials (including a disaster-planning checklist): https://t.co/uSlHImckfx

Starting a business in retirement can feel like a fresh start — but it’s also a risk layered on top of a risk... Understanding the trade-offs is essential before committing retirement assets. Read more here: https://t.co/N9IyUdGBYc

Getting married is about much more than planning a wedding – it’s also a financial turning point. Before saying “I do,” there are a few key money conversations every couple should have: https://t.co/iZMZRtbeq8

It’s not just what you do in retirement—it’s the moves you make right before that set the stage. Avoid common mistakes like skipping long-term care planning or ignoring your savings strategy. Take action now: https://t.co/3vtcZo7z9G

Retirement isn’t an age — it’s a financial transition. Planning for income matters more than hitting a number.