How Much Money Do I Need to Retire?
If you’ve been asking yourself the question, “How much money [...]
The Importance of Estate Planning in Retirement
Structuring your estate is a very important part of what [...]
Banker-Broker vs. Fiduciary Model in Retirement
Big name bankers and brokers have spent a lot of [...]
How Taxes Affect Retirement Planning
Tax season might be over for 2017, but creating a [...]
4% Rule
Many advisors still rely on the outmoded 4% Rule to [...]
Interest Rate Risk
When interest rates go up, bond funds lose money. This [...]
Asset Protection
After you have accumulated assets for your entire life, it [...]
Risk Reduction
Bankers and brokers usually have all of your assets at [...]
How Bankers and Brokers can Hurt You
The salespeople (not fiduciaries) at the bank or brokerage firm [...]
Questions to ask About your Retirement Plan
Does your plan tell you how much income you can [...]