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Debunking the Retirement Myth: You Don’t Need 2 Million Dollars
Feeling that nagging doubt about your retirement savings? You’re not alone. A recent study found just 49% of Boomers feel they’ll be financially prepared for…
April 11, 2025 | Featured Article, Fighting Back, News, Retirement Insights
Golden Reserve
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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…

Here’s What to Know About Fixed Index Annuities
Call it the new kid on the block. Fixed index annuities (FIA) are a more recent offering…

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,”…

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…

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…

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…

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…

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…

