“When should you start taking Social Security?” ranks among the top questions researched by retirees. Social Security is vital for many Americans, representing at least 50% of total family income […]
Social Security: 62 vs. 66 vs. 70 – Which is Right for You to Get the Most Benefits Read More »
Retirement is a time to relax and enjoy the fruits of your labor. But how do you know if you’re being too cheap and missing out on all the fun?
Are you Being Too Cheap in Retirement? Read More »
Ever wondered how much your financial advisor is really pocketing from your retirement nest egg? Are you suspicious of those fees they’re charging? Let’s dive deep into the murky waters
How Financial Advisors Make Money Read More »
Retirement should be a time of relaxation and enjoyment, not financial stress or regret. Unfortunately, many retirees find themselves facing challenges they didn’t anticipate due to common mistakes in planning.
4 Biggest Retirement Mistakes to Avoid in 2024 Read More »
Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a
Are Commissions Bad? Read More »
Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering in the world of annuities and we think they’re worthy of your attention.
Here’s What to Know About Fixed Index Annuities Read More »
We’ve written extensively about the risk of long-term care, but most people don’t want to consider the possibility that they’ll need it. Unfortunately, statistics tell us there’s a 70% chance
Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass Read More »
What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay? Watch
The IRS may be switching up the regulations for inherited IRAs once again. If it feels like playing a game with a friend who changes the rules as they go,
The IRS Throws a Curveball on Rules for Inherited IRAs Read More »
We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with
Your Financial Plan Expired at Retirement. But How? Read More »