For many people, the number attached to financial freedom keeps moving. First it is $1 million. Then $5 million. Then...
early retirement planning
Early retirement is often framed as a milestone tied to age 65, but in reality, the timeline to financial independence...
Retiring early sounds like a dream for many people. More freedom, less stress, and time to enjoy life on your...
One of the most persistent myths in personal finance is the idea that retirement happens at a specific age. Sixty-five...
Retirement planning often looks straightforward on paper. Hit a number, follow a withdrawal rule, and everything should work out. In...
Most people focus on their retirement number $1 million, $2 million, $3 million. But income is what actually determines your...
If you’re planning to retire early, there’s one thing you can’t afford to overlook taxes. Retiring early isn’t just about...
Retirement planning isn’t just about a number in an account. It’s about knowing where your income will come from, how...
Retirement looks different for everyone and there’s no one-size-fits-all number that guarantees financial freedom. Whether you’re approaching your golden years...
When people ask us what a sustainable retirement plan looks like, Beth and Rick from Florida are a perfect example....
For many retirees, the biggest challenge isn’t poverty or immense wealth it’s being stuck in the middle. Middle-income retirees often...
Retirement planning is never one-size-fits-all. The right strategy depends on your savings mix, income sources, and timeline. In this session,...
When I talk with people about retirement, the questions often range from the highly technical like 72(t) withdrawals to the...
When it comes to retirement planning, it’s not just about how much you save—but when and how you use those...
When it comes to planning for retirement, one tool stands above the rest—the Roth IRA. I’ve been in this business...
