Business Owners: Smart Strategies to Protect, Grow, and Transition Your Success in 2026
Coasting in Retirement – Episode 75 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches with your toes in the sand, hitting the road for new adventures, or spending more quality time with your grandchildren, the beginning of 2026 is the perfect moment to pause, reflect, and put strong plans in place […]
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Should Investors Hold Individual Stocks in Retirement Accounts?
Coasting in Retirement – Episode 74 In this episode of Coasting in Retirement, Josh Null and Michelle Lee Melton-Null discuss a question many investors ask at some point in their financial journey: Should investors hold individual stocks in their retirement accounts? At first glance, this might seem like an easy question. But many investors may […]
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Kick Off 2026 Strong: Lessons from a Volatile 2025 and Smart Financial Moves for the Year Ahead
Coasting in Retirement – Episode 73 Happy New Year, Gulf Coast friends! Whether you’re dreaming of sandy beaches and sunset cruises, road-tripping adventures, or just more quality time with grandkids, the start of 2026 is the perfect moment to pause, reflect, and set yourself up for a worry-free retirement. Josh Null (the host of Coasting […]
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Taking Care of Your Family After Your Passing: Here’s How to Write a Letter of Intent During the Estate Planning Process
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
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Understanding the VIX: Wall Street’s Fear Gauge Explained
It is difficult to understand everything happening in the market. The VIX, often dubbed "Wall Street's fear gauge," is one tool to measure general market sentiment. Learn more!
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What is the Fiduciary Rule and Why You Should Care
Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.
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What Are Real Estate Investment Trusts?
Real Estate Investment Trusts, or REITs, are a flexible way for people to invest in real estate without having to own any real estate themselves. Learn more about what REITs are, the different types of REITs, and their main benefits and drawbacks.
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Roth Conversions: What You Need to Know
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
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August Is National “Make a Will” Month
August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don't have one already. Read more about the benefits of having a will and how to create one here.
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A Brief History of Estate Taxes
Estate taxes have changed over time, and will continue to do so.
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