Wealth of Optimism
A newsletter for retirees looking to better manage their money.
Media Mentions
Inheritance on hold? Most Americans don't understand the time and expense of probate
USA Today
A strong economy means more Americans are earning $400K. What's it mean for their taxes?
USA Today
If the Fed cut rates in the forest, would advisors notice?
Investment News
A $100,000 salary no longer buys you a middle-class lifestyle. Here’s why it costs so much more now.
MarketWatch
Senators introduce bill promoting e-delivery of investment documents
Investment News
Why Gen Z Is Surprisingly Susceptible to Financial Scams
TIME
Kate Ashford: Retirement spending is a U-shaped curve. Here’s how to maximize it
Washington Post
A middle-aged Millionaires' Row: Average US 50-something now has net worth over $1M
USA Today
