{"id":661458,"date":"2026-05-24T01:29:31","date_gmt":"2026-05-24T01:29:31","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/661458\/"},"modified":"2026-05-24T01:29:31","modified_gmt":"2026-05-24T01:29:31","slug":"note-from-the-editor-june-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/661458\/","title":{"rendered":"Note From the Editor: June 2026"},"content":{"rendered":"

As a certified Baby Boomer (I feel compelled to add that I\u2019m at the younger end of the generation), I\u2019ve noticed more friends and colleagues are announcing their retirements. Each has their own reasons for doing so and different plans for how they want to spend their retirement years. And many assume that financial advice is all they need before taking the leap. But that\u2019s not all there is to retirement planning. As Bonnie Treichel and Jamie Hopkins (co-authors of Your Retirement Sketchbook) explain in their article \u201cThree Blind Spots in Modern Retirement Advice,\u201d p. 60, today\u2019s retirees struggle with a very different set of risks that go beyond finances. To address these risks, advisors need to recognize three blind spots that appear in the advice they give clients, which are an obsession with accumulation at the expense of decumulation planning, a narrowing of advice to numbers rather than lived experience and a failure to account for the client\u2019s expanding digital footprint.<\/p>\n

Related:Evaluating the Benefits Of Trump Accounts<\/a><\/p>\n

This month\u2019s issue includes another topic that may run counter to established assumptions: the use of portability. In \u201cPondering Portability,\u201d p. 11, James I. Dougherty, Megan Jones and Elizabeth Pedley acknowledge that although this can be a powerful transfer tax planning tool, it\u2019s rife with complications. Practitioners must use it carefully to avoid an adverse impact on the surviving spouse and potential liability.<\/p>\n

Finally, I\u2019d like to welcome a new advisory board member. Sara Barba of Integer LLC is joining the Philanthropy Committee, taking the torch from Sandra Swirski, also from Integer. Sara has written for Trusts & Estates on philanthropy and on legislative updates from Washington, D.C.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"As a certified Baby Boomer (I feel compelled to add that I\u2019m at the younger end of the…\n","protected":false},"author":2,"featured_media":661459,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-661458","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/661458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=661458"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/661458\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/661459"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=661458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=661458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=661458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}