To Ladder or Not to Ladder?
In the last two articles, I discussed how retirees …
Individual Bonds or Bond Funds?
Suppose you've decided to keep a portion of your …
The Secure Act 2.0 May Have Passed While You Weren't Looking
The Secure Act 2.0 was finally passed as just one …
Do Bonds Still Belong in a Retiree's Portfolio?
An important preliminary note: Given what took …
I Want to Grow Old Like Simeon
A character in the story of the birth and early …
Looking Forward to Making Qualified Charitable Distributions (QCDs)
Now that I've reached age 70, I'm looking forward …
Received an Inheritance, Now What?
An increasing number of boomer-aged families are …
The Four Paths of Retirement
I recently read an interesting study on retirement …