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Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 

Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of…

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Heard the Slogan “We Do Better When You Do Better”? In Other Words, Your Advisor Does Well Even When You Don’t


We recently heard a large, national firm use the slogan, “We do better when you do better,”…



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Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass


We’ve written extensively about the risk of long-term care, but most people don’t want to consider the…



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Protecting Yourself from Fees: Why You Need a Fee Filter


No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You…



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Protecting Yourself from Market Risk: Why You Need a Market Flashlight


You probably don’t often think about how much your portfolio could go up or down at any…



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Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 


Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement…



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AlerStallings Partner, Anna Christine, goes on the Expedition Retirement℠ Show to explain the risks of Long-Term Care


What is an estate plan? How often should it be updated? What are the essentials for an…



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IRS Magnifying Lens

The IRS Throws a Curveball on Rules for Inherited IRAs


The IRS may be switching up the regulations for inherited IRAs once again. If it feels like…



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Your Financial Plan Expired at Retirement. But How?


We don’t have to explain why the yogurt in the back of your fridge expired. And we’re…



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