Defined Plan Advisors

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

First Year of Retirement: What to Expect Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

Markets navigated a tug of war in the first half of 2026 between renewed AI enthusiasm and lingering geopolitical uncertainty. Corporate earnings impressed, small caps came out of the shadows, and international markets held their own, while higher yields quietly reshaped the opportunity in bonds. In this week's Money with Murphy, Kara breaks down the key takeaways from the quarter and highlights why staying diversified matters more than ever.

Beyond the AI Buzz: A Midyear Market Check-In In this week's Money with Murphy, Kara breaks down the key takeaways from the quarter and highlights why staying diversified matters more than ever.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.

If you don’t have an estate strategy, here's some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.