@guerra.wealth: Weekly Market Update – Through May 29 Stocks continued their climb last week, with the S&P 500 extending its winning streak and the Dow reaching new record highs. At the same time, investors remain focused on inflation, oil prices, and global tensions because these factors can influence bond yields and interest rates, especially for retirees and those approaching retirement. The bigger story, however, may be planning. New tax rules continue to point toward a higher standard deduction, a larger SALT deduction cap, and expanded estate tax exemptions. These changes could have a meaningful impact on retirement income planning, charitable giving, and legacy strategies. The takeaway? Markets remain resilient, but this is a great time to review your retirement plan, tax strategy, and income plan to make sure everything still aligns with today's environment and your long-term goals. If you're retired or planning to retire in the next 5-10 years, now is the time to make sure your plan is built for both opportunity and uncertainty. This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

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