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.

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.

Biden’s Proposal to Tax the Rich

tax the rich

This week I dig into some of the key points of the Biden tax proposal to help you better understand if – or how – you might be affected.

Taxes & Your Retirement Plan

Retirement taxes

This week I’d like to highlight a few of the more common taxes that can sneak up on even the best retirement plan, and some strategies to potentially mitigate them.

Taking the Emotion out of Decumulation


The decision of when to stop working can be financially and emotionally difficult for people, there is no one-size-fits-all solution. Here are a few ideas to ponder.