Kanai Wealth Management Group

06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you.

In many cases, our parents, grandparents, and great grandparents started collecting their Social Security benefits as late in life as possible. Their

06/11/2026

Good economic news does not always get a good market reaction.

The S&P 500 sold off Friday after a stronger-than-expected jobs report, ending a nine-week winning streak.

But one day rarely tells the whole story.

This week’s commentary looks at why the move may say more about profit-taking and rate expectations than a major shift in the economy.

Friday was a challenging day for stocks. The S&P 500 fell 2.6%, which ended the index’s extraordinary nine-week winning streak. We have not had a

06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention.
https://ow.ly/iLBE50Z9mqA

05/29/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy:

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

05/27/2026

Inflation is hot. Bond yields are rising. Stocks are still pushing higher.

That combination may feel unsustainable to investors who remember 2022. But today’s market backdrop is different in a few important ways.

Our latest Weekly Market Commentary explores what may be driving the disconnect and what investors should be watching now:

The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about

05/27/2026

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement:

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward:

05/22/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy:

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance

05/20/2026

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: