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Blog

Robert Engel | Sep 10, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

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Robert Engel | Sep 3, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

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Robert Engel | Aug 27, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Robert Engel | Aug 20, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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Robert Engel | Aug 13, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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Robert Engel | Aug 6, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what

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Robert Engel | Jul 30, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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Robert Engel | Apr 9, 2025

Riding the Waves How to Stay Confident and Focused During Market Ups and Downs

The stock market can feel like an unpredictable ocean—calm one moment, choppy the next. Feeling a range of emotions is expected as the waves rise and fall. Even
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market volatility
Robert Engel | Apr 3, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
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Robert Engel | Apr 3, 2025

A Guide to Fairness in Family Business Transfers

Meet the Johnsons: A Family Business at a Crossroads
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Robert Engel | Mar 28, 2025

10 Key Questions for Business Owners to Start Succession Planning:

Investments
Finance
Tax Planning
10 critical questions for business owners to ask themselves to kick off business succession planning with more confidence.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Robert Engel | Jun 13, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA & SIPC. Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, Iowa 52807. 563-326-2064. Ausdal Financial Partners Inc. and Engel Wealth Management are separately owned and operated businesses.

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