Don’t Miss a Variable in This Crucial Calculation The following article on guaranteed lifetime income planning is adapted from the book Tax-Free Income for Life, by David McKnight. There’s a massive X factor when it comes to retirement planning: you simply don’t know how long you’re going to

Discover What You Need to Know About This Savvy Strategy As you enter retirement, one of your top priorities will be strategizing for a steady and reliable source of income. Fixed annuities can play a key role in meeting this need, offering a way to create consistent payments throughout your

Four Significant Shortcomings of This Common Retirement Withdrawal Rate The last article we shared, available here on our blog, introduced the Three Percent Rule – a commonly known retirement withdrawal strategy. We discussed how it came to be, and though popular, we also teased that this strategy has several disadvantages.

Is This Popular Strategy Ideal for Your Retirement Withdrawal Plan? In an earlier article, I touched on one of the biggest risks to retirement security: longevity risk. This is the possibility of living longer than expected and potentially running out of retirement savings. Today, let’s explore a common approach to

Why It’s Critical to Plan Ahead for Your Medical Expenses – And How to Get Started Retirement is an exciting time filled with new opportunities, but it also comes with important financial responsibilities—especially when it comes to managing retirement healthcare costs. Addressing these costs is crucial to maintaining financial stability

Find the Balance You Need to Thrive with These Helpful Tips Many people dream of retiring early, enjoying the freedom and time for personal passions. Of course, it’s good to remember that early retirement comes with its own financial challenges, especially when it comes to making withdrawals that can impact