Don’t Gamble Away Your Retirement Savings
For many people, the end of one year and the start of another is a good time for …
Investing and Taxes
My Year-End Retirement Stewardship Review and Planning Routine
I’m occasionally asked how I manage my retirement finances. I’ve …
Will Your Social Security Benefits be Taxed (and if so, how much)?
Most don’t think too much about income taxes in retirement. They just …
Do Advisor and Investment Fees Really Matter?
A Dave Ramsey (Ramsey Solutions) article on investment fees opens with …
Minimizing Regret in Retirement
Regret. Webster defines it as “Feeling sad, repentant, or disappointed …
Should You Purchase an Indexed or Variable Annuity?
This is a follow-up to my last article about the role that immediate income …