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Are Commissions Bad? 

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…

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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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Why 2022 is a Great Year to Make IRA Tax Draws

Like many retirees or soon-to-be retirees, you’re probably hoping to pass on a little financial cushion for…

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Couple Meeting with Financial Advisor

Why We Only Work with People In or Near Retirement

  Before you go on a journey, you probably check to make sure you have everything you…

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Couple reviewing taxes on IRA

How Much of Your IRA Belongs to Uncle Sam and What to Do About It

When you open your IRA statement, it’s hard not to feel excited when you see the number…

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Active vs. Passive Investing: Which is Best for Retirees?

If a friend or family member were to ask what your investment style is, would you say…

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protect money from risk

How to Determine the Right Amount of Risk in Your Retirement

It All Comes Down to Want vs. Need    Congratulations, you’re the next contestant on The Risk…

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