Vincent Virga, Founder & CEO of PFS Wealth Management Group, warns of the 2026 Retirement Tax Reset, a pivotal shift impacting retirees and those nearing retirement today

As 2026 unfolds, many of the tax and estate planning discussions that once lived in the future have become present-day realities. Changes tied to expiring tax provisions, shifting income thresholds, and reduced estate planning flexibility are now actively influencing retirement outcomes. For retirees with meaningful assets, the impact is no…

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Curtis Cottle, Founder of SBC Financial Interviewed on the Influential Entrepreneurs Podcast Discussing Market Risk & the Sequence of Returns Trap

Curtis Cottle discusses market risk & the sequence of returns trap  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-market-risk-the-sequence-of-returns-trap/ Curtis discussed the risks retirees face when withdrawing funds during market downturns, emphasizing the necessity of having a solid foundation in their investment strategy. Curtis outlined the three…

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