They say, “patience is a virtue,” but it may not be the right approach when selecting when you’ll claim social security. The financial services industry has positioned the decision to wait until […]
The Case for Not Waiting Until 70 to Take Social Security Read More »
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 it can be hard to
Another Reason the 8X Rule Doesn’t Work Read More »
Chances are you’ve already made assumptions about what your retirement will look like—whether it’s how often you plan to golf, or how much you’ll spoil the grandkids. While these assumptions give your retirement goals meaning, there are others that could be working against you. Here
5 Retirement Assumptions That Could Steer You Off Course Read More »
For years you’ve dreamed about how you’ll spend your retirement, and now it’s finally here. It’s time to make those hopes a reality. If you’re like many retirees, that means
The 4 Purchases Retirees Regret Most Read More »
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 retirement. And worse, the goal
Debunking the Retirement Myth: You Don’t Need 2 Million Dollars Read More »
“When should you start taking Social Security?” ranks among the top questions researched by retirees. Social Security is vital for many Americans, representing at least 50% of total family income
Social Security: 62 vs. 66 vs. 70 – Which is Right for You to Get the Most Benefits Read More »
Retirement is a time to relax and enjoy the fruits of your labor. But how do you know if you’re being too cheap and missing out on all the fun?
Are you Being Too Cheap in Retirement? Read More »
Ever wondered how much your financial advisor is really pocketing from your retirement nest egg? Are you suspicious of those fees they’re charging? Let’s dive deep into the murky waters
How Financial Advisors Make Money Read More »
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 to common mistakes in planning.
4 Biggest Retirement Mistakes to Avoid in 2024 Read More »
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 retirement, those dreams are sometimes
Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees Read More »