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Recent Posts
2026 Midterm Elections and Your Money: What Matters
Should the midterms change your financial plan? Winnie Sun explains 7 money issues that matter long after Election Day 2026.
Sun Group WP Team
2 days ago
What Is Moneymaxxing? From Budgeting to Life Planning
Moneymaxxing goes beyond cutting subscriptions. See how 401(k)s, 529s, RSUs and aging parents turn it into real financial and life planning.
Sun Group WP Team
Oct 16
Who Takes Care of the Caregiver? Planning for Family Care
I have watched my mom take care of my grandparents since I was about 12 years old. She would wash their sheets, bicker with them about what to make for dinner, make sure they had what they needed. And still worry about how we would make that month’s mortgage payment. Years later, when my dad fell at the park where they walked every day, I watched her do it all over again. She was beside him in the ER. Then the ICU. The step-down unit. The rehabilitation center. And eventually
Sun Group WP Team
Oct 14
2027 Social Security COLA: What It Could Mean for Your Retirement Plan
A fresh, grassy round on the driving range. A family stroll through the Sunday farmers market, picking berries along the way. What does your ideal retirement look like? It is easy to think the answer comes down to money. And lately, one question has been coming up more often in our client portfolio review meetings: “Will I be financially ready to retire?” That question has become a little more complicated. Inflation rises and seldom falls. Job security may not feel as predict
Sun Group WP Team
Oct 12
The Great Wealth Transfer Has Begun. Is Your Family Ready?
Legacy planning means organizing how your assets are owned, titled, and transferred so your family can keep as much as reasonably possible and know what to do if something happens. A strong plan typically reviews estate documents, asset titling, beneficiary designations, taxes on retirement accounts, and who can manage your finances if you become incapacitated. Years ago, a gentleman in his 70s came to see me. Neither of us expected that our relationship would continue for mo
Sun Group WP Team
Oct 12
20 Money Moves to Make in Your 20s
Your 20s are strange financially. Maybe you're earning more than you ever have before and somehow still don't feel like you have much. Rent. EV charging. Groceries. Student loans. Insurance. Weddings. Travel. Subscriptions. Food delivery. And then there's the new iPhone. Your current one works. But the camera is better. Or maybe you're making less, but you feel like you have enough. The rent gets paid. Your credit card works. Your friends want to go somewhere this weekend. So
Sun Group WP Team
Oct 8
Fall Financial Review: Why You Should Reassess Your Life Insurance and Annuity Policies
Bought your life insurance or annuity years ago? See the 6 things worth reviewing this fall: beneficiaries, costs, and hidden guarantees.
Sun Group WP Team
Sep 23
What If Interest Rates Go Higher Again?
Inflation is still above target, and interest rates are climbing again. See 5 practical steps to check your debt, savings, and budget before it's too late.
Sun Group WP Team
Sep 15
National Debt Hits $40 Trillion: 8 Ways to Protect Your Family's Finances
The U.S. national debt surpassed $40 trillion in 2026. For most families, this doesn't call for dramatic action, but it's worth reviewing interest rate exposure, tax diversification, and emergency savings. According to TIME, it has more than doubled over the past decade, spanning both Republican and Democratic administrations and including extraordinary pandemic-era borrowing. It's an enormous number. But for families, I think there's a more useful question than debating who
Sun Group WP Team
Sep 1
Why This May Be the Year to Put Together a Long Term Care Plan
I grew up with my grandparents in our home. I remember my mom taking care of them. Cooking for them. Driving them everywhere. Managing appointments, errands, meals, and all the little things that come with caring for aging parents. And yes, I remember her griping sometimes while she did it. As a kid, I did not fully understand why. As an adult, and now a mom myself, I do. Caregiving is an act of love. It can also require an enormous amount of time, energy, and money. When the
Sun Group WP Team
Aug 29
Featured Articles
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What You Need To Consider Before Making A Decision
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Most of us still are reeling from months of price inflation but there is another economic challenge just ahead–possible recession.
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As a longtime financial advisor, and a parent of three, I get it. The stresses of college planning and then paying for it, are huge.
Why a Roth IRA Conversion Could Be the Smartest Money Move You Make in 2025–2026. For You and Your Kids.
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