When people talk about retirement savings, numbers tend to dominate the conversation. One of the most common questions is whether...
retirement income planning
Ask most Americans how they feel about retirement, and the answer is surprisingly optimistic. A large majority believe they’ll be...
For many people, retirement planning feels like something to worry about later. The focus in your 40s is often on...
Retirement planning often looks straightforward on paper. Hit a number, follow a withdrawal rule, and everything should work out. In...
Retirement planning is often framed as a question of how much money needs to be saved. In reality, effective retirement...
The 4% Rule in Retirement Withdrawals The traditional 4% rule has guided retirees for decades and remains one of the...
Why Retirement Planning Matters More Than Ever Social Security is one of the most important pieces of retirement income for...
Creating dependable retirement income doesn’t require a complicated plan but it does require understanding your options. There are four core...
Retirement planning isn’t something you set and forget your strategy should evolve as your life, finances, and goals change. Yet...
Roth conversions get a lot of attention, and for good reason they can be incredibly powerful when they line up...
One of the most common pieces of advice I hear is that you should always wait until age 70 to...
By Joe Anderson, CFP® When you're already retired, sitting on several million dollars, and trying to decide between keeping your...
When I talk to people about retirement, one of the most common questions I get is: “How much do I...
When people ask me about Social Security, the most common question I hear is: “What’s the best age to take...
One of the most common fears I hear from people approaching retirement is this: “What if I run out of...
