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 [...]
Tax Minimization
We use tax minimization in our planning. Typically, there are [...]