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Money that Buys Good Health is Never Ill Spent A retired couple age 65 can expect to need about $330,000 saved to cover healthcare expenses

TIPS for Inflation In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the

TIPS for Inflation In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the

A Brief History of Estate Taxes Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

Should You Borrow from Your 401(k)? The average credit card balance is $6,371 as of July 2025. With the average credit card annual percentage rate

Financial Strategies for Women Key Takeaways Despite sharing money management duties, only 16% of women feel very confident in their ability to retire comfortably. Compound

Mortgages in Retirement Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to

https://youtu.be/akV26L3n1Fg Dr. Jason Van Duyn586-731-6020AQuest Wealth StrategiesPresident Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA is a Registered Representative with and Securities and Advisory Services

The Sequence of Returns What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But

How to Make the Tax Code Work for You By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns.

It Was the Best of Times, It Was the Worst of Times Key Takeaways Diversification can help manage investment risk, but it doesn’t eliminate it.

Avoiding Cognitive Decline Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment. People living with mild cognitive impairment are more

Retirement Seen Through Your Eyes How do you picture your future? Some see retirement as a time to start a new career. Others see it

Understanding the Alternate Valuation Date When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes

Your Changing Definition of Risk in Retirement During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided

9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For

A Penny Saved is Two Pennies Earned The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in

A Primer on Irrevocable Life Insurance Trusts “I’m proud to pay taxes in the United States; the only thing is, I could be just as

Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the

Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you

A Taxing Story: Capital Gains and Losses Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Making

How the Federal Reserve Works Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted

https://youtu.be/CsEyjzdROnQ Dr. Jason Van Duyn586-731-6020AQuest Wealth StrategiesPresident Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA is a Registered Representative with and Securities and Advisory Services

Pickleball in Retirement Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for

Countering Counterfeit Currency Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket

Retirement Questions That Have Nothing to Do With Money Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may

Five Tough Questions to Ask Before Retirement Retirement is a significant life milestone, but achieving a successful and fulfilling transition requires answering some tough questions.

https://youtu.be/CXMM5FnRR54 Dr. Jason Van Duyn586-731-6020AQuest Wealth StrategiesPresident Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA is a Registered Representative with and Securities and Advisory Services

https://youtu.be/6htvv8tff4Q Dr. Jason Van Duyn586-731-6020AQuest Wealth StrategiesPresident Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA is a Registered Representative with and Securities and Advisory Services

Caring for Aging Parents Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade,

https://youtu.be/u3ZiSBKTXtE Outlook 2024: A Turning Point Dr. Jason Van Duyn discusses how the readjustments in the economy and markets may impact you in the coming

In today’s increasingly connected world, protecting your information is arguably more important than ever. Your credit report consists of a slew of personal details, such

Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may

Money Draining Food Myths The road to better health may sometimes involve an extra expense here and there, but you should be careful about wasting

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended

Does Your Credit Score Affect Your Insurance Rates? While the vast majority of insurance companies use credit-based insurance scores to help determine the price of

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered

AI Tools Changing Retiree Entrepreneurship Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for

Assess Life Insurance Needs If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you

https://www.youtube.com/watch?v=g9-f-WPGGtE Outlook 2023: The Path Towards Stability Dr. Jason Van Duyn discusses how the readjustments in the economy and markets may impact you in the

Buying vs. Leasing a Car Some people approach buying a car like they approach marriage, “’til death do us part.” Others prefer to keep their

Net Unrealized Appreciation (NUA) Explained If you have built up company securities within your employer-sponsored retirement plan, you may find yourself with a range of

FIRE Retirement If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in