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Articles and Videos

Early Retirement
May 2, 2024

Early Retirement Impact on Social Security

If you're in your 50s and contemplating early retirement, you might be wondering how this decision could affect your Social Security benefits once you decide to claim them at age…
April 9, 2024

Navigating Social Security: A Guide for Pre-Retirees

As you edge closer to the golden years of retirement, understanding the intricacies of Social Security benefits becomes crucial. These benefits, which have served as the backbone of retirement income…
Confident retired womanRetirementTax Planning
March 8, 2024

Rethinking Life Insurance as a Retirement Strategy

The allure of Indexed Universal Life (IUL) insurance policies in retirement planning often hinges on their dual-purpose appeal: offering both a death benefit and a supposed tax-advantaged investment opportunity. Yet,…
how to manage investments in retirementInvesting During Retirement
February 7, 2024

Navigating Retirement: Managing Your Investment Portfolio Wisely

https://youtu.be/oMdYASkyqEg As you stand on the cusp of retirement, the financial landscape can suddenly seem more complex and daunting than ever before. After years of focusing on building your nest…
Investing During Retirement
January 30, 2024

New Market Highs: Is it Too Late to Invest?

New Market Highs: Is it too late to invest?   Earlier this month, the S&P eclipsed the January 2022 previous market high. A new market high can feel like bad…
Have I saved enough to retire and spend more time with my family?Retirement
January 16, 2024

I’ve Saved $1 Million For Retirement; How Much Can I Spend Each Month?

A common concern for anyone hoping to retire is whether they will have saved enough to enjoy a comfortable retirement. Anyone who intends to retire before they are old enough…