Retirement Income
Why the Smartest Investors Don't Pick One Strategy
When markets get rough, the instinct is to pick a side. But the clients who sleep best at night? They split the difference.
Retirement Income
Why Some Retirees Split Their Money Three Ways (And Sleep Better Because of It)
A client with a serious health diagnosis asked how to protect her retirement. Here's the strategy that gave her peace of mind.
Retirement Income
Social Security Fairness Act: What Retirees Need to Know
The Social Security Fairness Act promises to sprinkle a little extra financial sunshine on millions of Americans by addressing unfair benefit reductions.
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
Long-Term Care Planning: A Personal Perspective
Marc shares his family's real-world approach to planning for aging parents in their eighties—and the options still available when traditional LTC plans aren't in place.
Retirement Income
Financial Tip: Using Installment Sales to Avoid Medicare IRMAA Surcharges
There's a sinister Medicare surcharge called IRMAA that hits when you sell appreciated assets. But there's a legal way around it.