Retirement Recap.

Early Retirement: 4 Common Mistakes: Healthcare gap, income gap, inflation, and losing purpose in retirement.

Smart Retirement Withdrawal: Start with the Best Account (Avoid Common Errors!). RMD and IRMAA bracket considerations and more.

Gold Rush: Why Investing in Gold is Misunderstood

Thrive! (Not just survive) Retirement: 3 Things to Do: Stick to your financial plan, stay on track, and focus on tax savings

Take a look at our second quarter 2023 Investment Market Review. Download our free PDF.

Retire Right Now: 3 Compelling Reasons You Should Retire ASAP: Financially ready, time is a resource, and health in retirement.

9 Best Questions to Ask a Financial Advisor in 2023. Recommendations in best interest? comprehensive advise? How do you get paid?

Average Retirement Savings By Age 60. How much should you have saved? Is $400k enough? Is Gen X ready for retirement?

Financial Red Flags: Why These 4 Characteristics Signal It's Not Time to Retire

Can You Really Retire in California with $2 Million? Financial Advisor explains factors that effect financial planning for retirement.

Is a financial advisor worth it? Today we are discussing three things to know, before hiring a financial advisor.

Is the Bear Market Over? We discuss both sides of the argument and provide three action items so you’re a better-informed investor.