Jeffrey Corliss

Estate planning is no longer just a later-life conversation. Even for 18-year-olds, simple documents like a healthcare directive or power of attorney can make a real difference in an emergency. azfamily.com/2026/05/04/exp…

Retirement planning mistakes often come down to timing. Starting too late, drawing income too early, or underestimating how long savings need to last can all compound into larger issues over time. money.com/common-retiree…

Rising living costs, healthcare expenses, debt levels, and uncertainty are all shaping how both workers and retirees are viewing their retirement. This creates a broader need for clearer planning frameworks that help translate savings into income investmentnews.com/retirement-pla…

A retirement risk that sits outside traditional financial models is the ability to manage money as cognitive capacity changes later in life. With a share of older adults experiencing some level of decline, it's hard to ignore in planning discussions. hermoney.com/invest/the-hid…

Philanthropy is moving earlier in the planning conversation. Instead of being handled at year's end, it is being built into the process from the start, with more focus on purpose before structure. investmentnews.com/news/expert-ad…

At 49 with a strong 401(k) and no dependents, managing your own investments can work, but a fresh perspective often reveals blind spots. Decisions on contributions, early retirement, and tax efficiency benefit from strategic guidance. marketwatch.com/picks/should-i…

Fidelity’s latest study shows Americans are embracing flexible, phased approaches in retirement. Gig work, consulting, and small business ownership are becoming common ways to transition gradually while staying financially secure. housingwire.com/articles/fidel…

Spring is a good time to review your finances and make sure your strategy aligns with your goals. Budgets, savings, debt, investments, insurance, and taxes all benefit from an annual check-in. wsj.com/buyside/person…

Millennial women are taking an active role in managing family finances, and almost all millennials want advisors aligned with their values. This is a generation thinking strategically and shaping wealth management in ways that go beyond numbers. insurancenewsnet.com/innarticle/mil…

Retirement planning works when it is grounded in realistic cash flow expectations, diversified income sources, tax strategy, and estate planning. These fundamentals create flexibility well before the retirement date arrives. kiplinger.com/retirement/ret…

Retirement preparedness remains a challenge across generations. Less than half of Americans are on track to maintain their lifestyle in retirement, with baby boomers, Gen X, and millennials all hovering around 40 to 42 percent. investopedia.com/retirement-pre…

The 24/7 news cycle is affecting retirement portfolios. People are reacting to headlines, shifting allocations on emotion, and second-guessing long-term plans based on short-term noise. investopedia.com/how-watching-t…

A recent survey shows over half feel worse off financially than a year ago, with only 11% saying they are very confident about retirement. Rising everyday costs, healthcare expenses, and uncertainty around Social Security are driving this stress. investmentnews.com/retirement-pla…

A plan isn’t set-and-forget. It’s a living strategy that evolves with your life and the economy. Bringing your plan forward is about making sure it works for today and the decades ahead. kiplinger.com/retirement/ret…

The real opportunity isn’t choosing between AI and human advisers. It’s integrating the technology to enhance insight while keeping the personal connection front and center. In financial planning, people still matter most. kiplinger.com/retirement/ret…

This idea of treating real estate as an anchor asset is becoming more common. Primary residences, second homes, and legacy properties are shaping decisions around liquidity, diversification, estate planning, and even geographic mobility. investmentnews.com/alternatives/t…

Coming into an unexpected $50,000 is a game-changer, but without a plan, it can disappear faster than you expect. At Hightower Signature Wealth, we guide clients through decisions, helping turn unexpected windfalls into lasting financial literacy. investopedia.com/what-should-yo…

There's a lack of preparation for life events people would rather not think about. Job loss, disability, caregiving, divorce, lawsuits, long-term care, and even retirement and death. These are not edge cases. They are common chapters in real lives. marketwatch.com/picks/death-di…

Building wealth is one thing. Preserving it for the long term is another. That means structuring wealth thoughtfully, coordinating with an advisor, and exploring strategic investments only when they align with long-term goals. sharpmagazine.com/2025/12/27/how…

Only about one-third of American millionaires consider themselves wealthy, and nearly half feel their financial planning could improve. What sets high-net-worth individuals apart isn’t just what they earn, but how they manage it especially with an advisor. insurancenewsnet.com/innarticle/doe…