Retirement Planning

Occasionally, I teach a retirement planning course at local community colleges, in which the question of a safe withdrawal rate […]

It seems like there would be some consensus on the best way to plan for retirement given the millions of […]

Many Baby Boomers will be downsizing their current residence at some point during retirement. People downsize for a lot of […]

In a prior life, I remember attending a presentation by a financial advisor who was in charge of my company’s […]

Every once in a while, we include a non-financial topic in our weekly newsletter because we believe the topic is […]

It is an age-old financial planning dilemma: Take the big sexy pot of money or the monthly payments for life? […]

A Good Financial Advisor Will Tell You… Since our book, titled “A Good Financial Advisor Will Tell You…,” was published […]