Note: if images don't appear please enable "display / load images" in your email program.  Issue #174 • September 2026 Greetings , Welcome to this month's client newsletter for the goal-focused, long-term, equity investor.  The Second Most Dangerous Time to Be an Equity Investor Tip of the MonthI have created a text/article version of my "Income Planning for Your Golden Years" presentation. It's in an article format and with expanded content, but with no "fluff".   Follow the research, not the crowd  Investing through the AI transition Quiz of the MonthCan unused 529-Plan contributions be moved to a Roth IRA?
Answer = Choice 1: Yes This is a new feature as of 2023. There are a quite a few restrictions, but it's good to know that a 529 College Plan can be used for retirement if the child doesn't go to college. Money Memes and a lLittle Humor
2026 Tax Facts. Click to enlarge.   I started my financial planning practice 37 years ago with the goal of serving a finite number of families with a focus on goal-focused, long-term, equity investing. I'm happy to tell you that this process is now well along. I can begin to see the day approaching when I will need to stop accepting new clients. Between now and then, I would much prefer to establish relationships with colleagues and friends of my existing clients. I enjoy working with you and I'm sure I'd enjoy working with people whom you like and admire. If, and only if, I'm servicing you as you'd hoped I ask you to introduce us.
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