Tanner Woodruff, Financial Advisor - Stifel

The 2026 Open Championship is set for July 16-19 at Royal Birkdale in England. This tournament marks the final men's major of the year, featuring top golfers aiming to enhance their legacies. Viewers can tune in through NBC and USA for comprehensive TV coverage, with streaming options available via Peacock and Golf Channel Mobile. Detailed schedules and coverage specifics are readily accessible for golf enthusiasts.

2026 Open Championship schedule: TV times, channel, streaming, dates Golf.com

Planning a financial legacy is essential for many retirees, especially those with higher net worth. Thoughtful estate planning can ensure that wealth is passed on effectively to loved ones while minimizing tax burdens. Strategies such as selecting the right trust type—whether revocable or irrevocable—and understanding tax implications can safeguard assets intended for family or charitable causes. Successful legacy planning enables individuals to leave a meaningful impact that endures beyond their lifetime.

3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner Kiplinger

One of my favorite ways to save for retirement is through an HSA (Health Savings Account). Learn more about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aAgtvN

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Never a bad time to start saving for financial independence. The latest Social Security Trustees' Report highlights a severe financial imbalance threatening pension benefits, with potential cuts of 22% looming for millions by 2032. As the U.S. population ages and economic conditions shift, this situation warrants attention. Lawmakers face tough choices, such as increasing payroll taxes or reducing benefits, yet time is running short. Recognizing these challenges is critical to future retirement planning and financial stability for all.

'Social Security is on a collision course toward insolvency,' watchdog says. It hasn't been this bad since 1983 Fortune

Following March's volatility this is a great reminder. The chart shows that despite a decline in stocks at some point each year (red dot and number), markets typically recover and returns for the full year (green bar) are positive most of the time. Take a look: https://livesocial.seismic.com/adhvez

One of the most challenging hurdles we may face over the next decade is a declining population.

Why the US population boom became a bust Reuters

Retirement marks a significant milestone, often seen as the finish line. However, it's important to recognize it as the start of a new phase requiring ongoing financial management. As real-life spending patterns shift and market volatility affects withdrawals, regular adjustments can enhance financial strategies.

Maintaining flexibility in planning allows retirees to adapt their focus as priorities change. Regularly reviewing finances ensures alignment with personal goals. A proactive approach to retirement planning can foster a smoother transition into this next chapter. Understanding this evolution is key to navigating the complexities of retirement with confidence.

Why Retirement Planning Doesn't End When You Retire Forbes Magazine

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/ahOYRO