Blog
2026 Midyear Market Outlook: Key Themes, Risks, and Opportunities
As we move through the midpoint of 2026, the market environment continues to evolve. Slowing growth, persistent inflation, and shifting market leadership are creating both challenges and opportunities for investors. In our latest...
Read MorePlanning for a Meaningful Retirement: Watch the On-Demand Webinar
Retirement is more than leaving the workforce. It’s about building a life with purpose, confidence, and financial clarity. In my recent webinar, Wealth, Health, and Meaningfulness in Retirement, I walk through key strategies to help...
Read MoreTax Season Ends. Tax Planning Doesn’t.
Who likes paying taxes, the Beatles sure didn’t!“Let me tell you how it will be, there's one for you, nineteen for me” Taxman by the Beatles (1996), written by George Harrison and was released as the opening track on the Revolver album...
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IRA Contributions in 2026: What You Need to Know
IRA limits are rising in 2026. Learn the key rules for Traditional and Roth IRAs, income thresholds, and strategies to make the most of your retirement savings.
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Going for Gold!
I am enjoying watching high performance athletes compete in the winter Olympics. Whether it be skiing, skating or the Luge, it’s time for these athletes to go for the gold.At Citadel Wealth Management, every day is go time! Like the...
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Scoring a Touchdown with Capital Gains
Tax gain harvesting can let eligible investors realize long‑term gains at a 0% federal rate, boost tax‑free cash flow, reset cost basis, and support rebalancing. Smart planning helps optimize when to realize gains or defer losses.
Read MoreThe Mag Seven Tax Trap – What Now?
The Mag Seven Tax Trap – What Now? The returns for last five years for the Magnificent 7 have been stellar. You want to reduce Mag 7 exposure, diversifying your portfolio or just cashing in, the potential tax bill stops you
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Year-End Tax Tips: How to Keep More of What You Earn
It’s December and you are probably thinking about the holidays and not about year-end tax planning. Who should be thinking about year-end tax planning? Your financial advisor should be thinking about You and addressing YOUR tax...
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Rethinking Wealth: Why a Credit Union May Be the Right Partner for Your Financial Future
Let’s be honest: many people don’t feel like wealth management is meant for them. Between high account minimums, confusing jargon, and the perception that it’s only for the ultra-wealthy, it’s no surprise that individuals and families...
Read MoreThe Great Wealth Shift for Women Is Here — Are You Ready?
The Great Wealth Shift for Women Is Here — Are You Ready? By Sheri Perkins, SVP & Chief Wealth Management Officer Citadel Wealth Management
Read More2025 Market Outlook with Gene Goldman
What does 2025 hold for the markets? Gene Goldman, Chief Investment Officer at Cetera Financial Group, outlines important trends, economic predictions, and investment strategies for the upcoming year. In this interview, Gene examines...
Read MoreMarket Outlook Webinar Replay with Gene Goldman, CFA
Cetera Financial Group's Chief Investment Officer, Gene Goldman, shares his professional insights on key financial drivers of financial markets this year. He discusses critical topics including: the economic outlook for 2025, the Federal...
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