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Another Reason the 8X Rule Doesn’t Work
Recently we wrote about the 8x Rule and why it’s a flawed calculation. Yet for many years, it has been viewed as conventional financial wisdom; and for that reason, we know…
Golden Reserve
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Why Do People Hate Annuities?
Poll your friends and family about annuities and you’re bound to get a lot of…
Are Commissions Bad?
Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s…
Here’s What to Know About Fixed Index Annuities
Call it the new kid on the block. Fixed index annuities (FIA) are a more…
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…
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…
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…
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…
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…
