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4 Biggest Retirement Mistakes to Avoid in 2024 

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…

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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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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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