Featured Article

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…

Read More »
All
  • All
  • Fees
  • Fighting Back
  • Long-Term Care
  • Market Risk
  • News
  • Retirement Insights
  • Taxes

What is a Retirement Planner?

Find Out What Makes Us Different from a Financial Advisor For most people, the financial…


Read More

Help Us Fight Alzheimer’s With Heart & Sole

Join Forces With Golden Reserve in This Year’s Walk to End Alzheimer’s®    Alzheimer’s is anything but an…


Read More

The Looming Cost of Long-Term Care

If you read our article on the One Thing Your Retirement Plan is Probably Missing,…


Read More

Three Opportunities to Lower Your Tax Bill for Retirement

Taking Action at These Junctures Can Pay Off When It Matters Most The word “taxes”…


Read More

The Four Life Events That Are Easier with a Retirement Planner

You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have…


Read More

ATTENTION HONDA EMPLOYEES: Thinking About a Lump Sum Pension Payout?

Why Now May Be the Time to Act Thinking about retiring? If you have a…


Read More

Get Ahead of the Widow’s and Kiddo’s Penalties

The Two Taxes You’ve Never Heard of but Ought to Know About  You’ve worked hard, paid your taxes, and—with the…


Read More

How Much Does Your Financial Planner Really Cost?

The Price Could Be Greater Than You Think   Imagine you’re in the lightning round…


Read More
Call Now Button