Log inIf you’re nearing retirement—or already there—you may be wondering: Have I saved enough? Will my money last?
Latest Blog Posts
Use QCDs to Give More and Pay Less Tax in Retirement
If you’re in or approaching retirement, you might be wondering how you can give generously without...
Tax Diversification: The Key to Flexible, Tax-Smart Retirement Income
The Power of Tax Diversification in Retirement Tax diversification is one of the most overlooked...
Retirement Planning for Singles: How to Build a Secure, Independent Future
Planning for retirement is never one-size-fits-all. And if you're approaching this chapter of life...
Charitable Giving in Retirement: Align Your Wealth with Your Values
Charitable Giving in Retirement: A Purpose-Driven Approach to Wealth Charitable giving in...
Our Most Popular Posts
How to Retire If You're 60+ With $3 Million Or More
Turning 60 with $3M+ in assets is an incredible achievement that puts you in an enviable...
The Most Costly Retirement Planning Mistake You Can Make
When it comes to retirement planning, the biggest mistake you can make is putting it off...
The Emotional and Financial Consequences of Downsizing in Retirement
Retirement marks a significant transition in life, bringing both excitement and new...
Reducing Medicare Premiums with Strategic Retirement Income Planning
As you approach retirement, managing your income and expenses becomes crucial to...
Losing a spouse is one of the most emotionally challenging experiences anyone can face. The overwhelming grief, coupled with the sudden responsibility of managing financial matters that your spouse may have handled, can feel insurmountable. In moments like these, fear and uncerta...
Turning 60 with $3M+ in assets is an incredible achievement that puts you in an enviable financial position. But it also marks the beginning of an important transition. You are entering a new phase of life where your wealth will fund your lifestyle, support your loved ones, and s...
When planning for retirement, many people focus on how to save enough for their golden years. But what happens when you reach retirement and then live much longer than you originally anticipated? This is where longevity risk comes into play.
What Are Qualified Dividends? Qualified dividends are a type of dividend that meet specific criteria set by the IRS, making them eligible for lower tax rates than ordinary dividends. Let's examine this criteria in greater detail.
