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Featured image for “How Will the 2024 Election Affect My Investments?”

How Will the 2024 Election Affect My Investments?

The relationship between presidential election years and the stock market has been a topic of much debate and speculation among…
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Planning for the Uncertainty of Long Term Care Expenses

Long-term care is a critical aspect of retirement income planning that many couples overlook. While no one wants to think…
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When is the Best Time for a Retired Couple to Claim Social Security Benefits?

As one approaches retirement, the process of retirement income planning becomes a critical step in determining retirement readiness. The process…
Featured image for “New Retirement Options: ‘Hybrid’ Retirement Strategies”

New Retirement Options: ‘Hybrid’ Retirement Strategies

Retirement has begun to evolve. Retirement is a time of transition, where people shift from working full-time to enjoying their…
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Five Unique Ways to Grow Your Wealth

So, let’s talk about wealth, shall we?You know, that mystical thing we’re all chasing after, like the pot of gold…
Featured image for “Am I Ready to Retire? Eight Factors to Consider”

Am I Ready to Retire? Eight Factors to Consider

Am I Ready to Retire? Some see it as a finish line, others as a chance to swap out their work…
Featured image for “Annuity Retirement Plan Strategies”

Annuity Retirement Plan Strategies

You worked, you saved, you paid off debt, you invested. Now it’s nearing the time when you need to consider…
Featured image for “How Can Tax Planning Help a Retired Couple?”

How Can Tax Planning Help a Retired Couple?

Most people probably don’t consider this, but the single largest expense every year for a successful retiree isn’t putting fuel…
Featured image for “Retirement Income Planning: What Is It, and How Do You Do It?”

Retirement Income Planning: What Is It, and How Do You Do It?

There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…
Featured image for “Effects of Inflation on Retirement Income Planning”

Effects of Inflation on Retirement Income Planning

The headlines are screaming, and the data is real: inflation is on the rise.In fact, we’re seeing higher rates of…

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Featured image for “Unlocking the Mystery of Income Taxes”

Unlocking the Mystery of Income Taxes

There’s so much information in the headlines and financial media about taxes. Whether it’s what deductions you may be missing…
Featured image for “Social Security Strategy: Do You Have One?”

Social Security Strategy: Do You Have One?

Who doesn’t love the concept of an all-inclusive vacation? We decide where we want to go, choose our excursions, and…
Featured image for “Pension Decision: Just One Critical Piece of Information Is Needed to Decide”

Pension Decision: Just One Critical Piece of Information Is Needed to Decide

Have you or will you be asked to choose between a pension lump sum or income payments when you retire?…
Featured image for “Retirement Blueprint: Building Your Fiscal House on Solid Ground”

Retirement Blueprint: Building Your Fiscal House on Solid Ground

If you drive by a home that’s still under construction, there’s a certain energy that it exudes. A new house…
Featured image for “Investing For Retirement So You Can Remain In Retirement”

Investing For Retirement So You Can Remain In Retirement

As hard as many investors try to time the stock market, it’s been shown to be almost impossible to do…
Featured image for “A World of Extremes”

A World of Extremes

I’m well rested and exhausted, comfortable and at great risk, fed up and hopeful. Which is it, you ask? All…
Featured image for “A Biden Presidency”

A Biden Presidency

I hope you’re healthy and at least reasonably happy as we navigate the strangest year in most of our lives.…
Featured image for “The Election and Markets”

The Election and Markets

If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue…it’s a shame we…
Featured image for “Drinking From The Pond”

Drinking From The Pond

With a pandemic altering so much of our daily lives, a presidential election looming, and no new episodes of our…
Featured image for “Sport-Tuned Suspension”

Sport-Tuned Suspension

When I was a much younger guy, I enjoyed competitive driving. I modified a car for use in the Sports…
Featured image for “The Harp Player”

The Harp Player

I’m not much of an orchestra guy. I say that to preempt any thoughts you may develop that I’m a…
Featured image for “Back To Normal. Right?”

Back To Normal. Right?

Have you ever known a couple who breaks up after a long relationship, then reconciles again? It’s a huge sigh…

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