For most of your career, the road ahead is clear. You’re earning, saving, investing. Retirement sits comfortably on the horizon. Then suddenly, you’re in your late 50s or early 60s — and the visibility drops. The goal is to move through it calmly with a plan that works, keeping your low beams on, your hands steady, and your eyes on what matters most: living the next chapter of life with clarity and confidence.
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through...
