Retirement Income

Here Is What A $3M Retirement Portfolio Looks Like

A well-structured asset allocation plan doesn’t just…


Third Quarter 2024 Investment Market Review

Take a look at our third quarter 2024 Investment Market…


Retirement Advice

25 Years Of Brutally Honest Retirement Advice in 10 Minutes

In my 25 years of providing retirement advice, I’ve seen…


Retirement Spending

How Much Can I Spend in Retirement with a $2.3M Portfolio

Planning your retirement spending is key to enjoying a…


Retirement blind spot

5 RETIREMENT Blind Spots No One Tells You

One of the most significant retirement blind spots is…


Retirement Tips

Stop Doing These 5 Things After 60 for a Better Retirement

The following retirement tips will help you avoid common…


RMD Taxes

Save Big on RMD Taxes with These 8 Proven Methods

RMD taxes can take a significant portion of your retirement…


Bad Advisors

Eliminate Bad Financial Advisors with These 7 Questions

Don’t let bad financial advisors ruin your financial…


Downsizing in Retirement

DO THIS Before Downsizing Your Home in Retirement!

Downsizing in retirement can offer both financial and…


Here’s How The Ultra-Wealthy Invest Their Money

The ultra-wealthy invest heavily in alternative assets like…