September 9, 2023
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs
Creating a RMD Strategy: Tailoring Your IRA Distributions to Your Needs. 3 options for what to do with your RMD's.
August 31, 2023
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid
Simple Way To Maximize Your Social Security Benefit + 4 Pitfalls You Must Avoid. Timing of taking social security, spouse considerations.
August 24, 2023
5 Actions You Need To Take 5 Years Before Retirement
5 Actions You Need To Take 5 Years Before Retirement. Consumer debt, tax planning, medicare premiums, income gap, and investment alignment.
August 17, 2023
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider
Is Semi-Retirement Financially Viable? 3 Key Factors to Consider 1. Income needs? 2. Years of part-time work 3. Living expenses
August 10, 2023
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo
Retirement Spending Gone Wrong: 5 Purchases Retirees Wish They Could Undo. RV, vacation home, open checkbook, larger home, and expensive car
August 3, 2023
Early Retirement: 4 Common Mistakes
Early Retirement: 4 Common Mistakes: Healthcare gap, income gap, inflation, and losing purpose in retirement.
July 27, 2023
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!)
Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!). RMD and IRMAA bracket considerations and more.
July 20, 2023
Gold Rush: Why Investing in Gold is Misunderstood
Gold Rush: Why Investing in Gold is Misunderstood
July 13, 2023
Thrive! (Not just survive) Retirement: 3 Things to Do
Thrive! (Not just survive) Retirement: 3 Things to Do: Stick to your financial plan, stay on track, and focus on tax savings
July 6, 2023
Retire Right Now: 3 Compelling Reasons You Should Retire ASAP
Retire Right Now: 3 Compelling Reasons You Should Retire ASAP: Financially ready, time is a resource, and health in retirement.
June 29, 2023
9 Best Questions to Ask a Financial Advisor in 2023
9 Best Questions to Ask a Financial Advisor in 2023. Recommendations in best interest? comprehensive advise? How do you get paid?
June 22, 2023
Average Retirement Savings By Age 60. How much should you have saved? (2023 edition)
Average Retirement Savings By Age 60. How much should you have saved? Is $400k enough? Is Gen X ready for retirement?
How Much Do I Need to Retire?
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6 Keys To Create An Impactful Legacy