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Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees

All our working lives, we dream of what we’ll do with the money we’ve saved and the newfound free time we’ve earned. Yet, upon reaching…

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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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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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