Retirement Income
Why the Rules of a Secure Retirement Haven't Changed in 100 Years
New products. New rules. New headlines. But the fundamentals of a secure retirement have not moved in 100 years, and here are the receipts to prove it.
Retirement Income
The Unfair Advantage You Already Paid For
I was sitting in an airport lounge flipping through a magazine when a headline stopped me cold. 'The biggest advantage is control and certainty.' I put down my coffee. That's what we do.
Retirement Income
A Fresh Start: New Year Planning for Retirement
We're off to a fresh start! Without distractions, now's the perfect time to tackle those essential retirement planning tasks you've been putting off.
Retirement Income
Financial Tip: Understanding Reverse Mortgage Pros and Cons
If you own your home and are struggling to make ends meet, a reverse mortgage might be worth considering. Here are the key pros and cons to help you decide.
Retirement Income
Managing Debt and Credit in Retirement: 7 Essential Strategies
With a fixed income and limited opportunities to generate additional income, managing debt in retirement requires careful planning and discipline.
Retirement Income
Why Am I Me? Goals Make the Difference in Retirement Planning
Discovering old goal lists from the 1980s reminded me why writing down specific, timed goals with realistic steps made all the difference.