Market Updates
August 4, 2026

July 2026 Market Recap: Financial Markets Update: Trés Amusant

In July, I visited Old Orchard Beach, Maine. The cottage where I stayed with extended family is a short walk from Palace Playland, an amusement park, which first opened in…
Reading Recommendations
July 31, 2026

Reflections on the Semiquincentennial

College Planning
July 24, 2026

When Your Kid Still Can’t Decide – And It’s Almost Senior Year

This is not a topic you will hear much about when the college discussion comes up, or when reading college planning articles, but it is one worth exploring. You may…
Personal Data Security
July 17, 2026

Protecting Your Personal & Financial Information

Identity theft and financial fraud can happen to anyone — and recovering from them is stressful, time-consuming, and costly. Fraud is no longer a distant threat: the FBI logged more…
Financial Planning
July 10, 2026

The Outlook for Social Security – An Update

In our August 2025 letter, MFA founder Susan Moore provided an in-depth overview of Social Security’s financial outlook — including the projected timeline for trust fund depletion, what it could mean for…
Market Updates
July 3, 2026

Market Update June 2026: Halftime in Football & Finance

To my gridiron-wired mind, aspects of the “other football” are curious and bemusing. For example: The clock counts up, not down, and keeps running during stoppages, resulting in time mysteriously…
Reading Recommendations
June 26, 2026

A Richer Retirement

Bill Bengen was a financial planner in the early 1990s who confronted the question that often puzzles aspiring retirees: “When I get to retirement, how much can I spend?” For…
College Planning
June 19, 2026

You Got the Bill for College – Now What?

That envelope (or email) from the college bursar's office is coming. Maybe it's already sitting in your inbox. And if you've never seen a college tuition bill before, the first…
Financial Planning
June 12, 2026

How Much Can You Spend in Retirement?

Two of the more common questions Susan, Donna, and I hear as planners are of vital importance for those thinking about their financial future are: “How do I know if…
Market Updates
June 2, 2026

May 2026 Market Recap: The Everything Rally

ASteve Sosnick, the chief market strategist at Interactive Brokers, referred to financial market activity in May as "the Everything Rally.” That’s not a bad way to frame what happened last…

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