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Are You Harboring False Beliefs About Annuities?
If you don’t take time to truly understand financial concepts that affect your retirement, you could be making a mistake that has great consequences. One common misconception is a misunderstanding of fixed and fixed-indexed annuities.
Whatever Your Politics, We All Agree on One Thing – Retirement Security Is at Risk
There’s little difference between Democrats and Republicans in their belief that retirement security is a problem for the country. Reaching a secure retirement isn’t a left or right political consideration, it’s something we’re all reaching for.
I Inherited an IRA. What Should I Do Now?
There are specific rules that you need to follow depending on what IRA type you inherit and what type of beneficiary you are. Your distribution options will vary as well.
Should You Consider Bitcoin for your Retirement System?
This week with our time together, I dig a bit deeper into Bitcoin and some things to consider when thinking about using it to help fund your retirement.
How Big of a Hit Will Your Social Security Take? Your Age Matters
Confidence in social security benefits has waned recently, for good reason. How big of a hit will your social security take? This week I discuss challenges with social security and how to manage your risk.
A Will or a Revocable Trust: What’s the Difference and Why Would I Need One?
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
