Principles of Portfolio Resiliency 6-6-26

Principles of Portfolio Resiliency 6-6-26

Making sure your portfolio provides what you need it to through thick and thin means going beyond "buy and hold". What if interest rates skyrocket, bringing inflation in their wake? What if the market crashes for several years? What if new legislation changes the tax landscape to resemble a foreign world? Premature death, long-term care needs, unforeseen emergencies...the list goes on. Your plan needs to elements of flexibility and rigidity in the right balance to handle whatever comes out of the woodwork.

The Confluence of Retirement Planning 5-16-26

Almost all retirement goals combine to one common end: peace and confidence in retirement. What retirement strategies tend to support that aim, and which--unknowingly--tend to diminish the likelihood of its achievement? Today, we how to bring your retirement assets and strategies into alignment with your goals.

9 Myths that Can Turn the Golden Years Blue 5-2-26

Nine myths. Nine ways a solid retirement plan quietly falls apart. From the "savings number" that doesn't save you, to the diversification that isn't, to the tax strategy that's really just procrastination — we're calling them out. All of them. This is 9 Retirement Myths That Can Turn the Golden Years Blue.

The Quest for Max Income 4-11-26

More yield. Better Social Security timing. Higher returns. Retirees try all of it in the quest for maximum income. Some of it works. Some of it backfires. And almost none of it compares to the one strategy that can increase what you actually keep by 30, 40, even 50 percent — without taking a single dollar of additional risk. This week — the quest for max income.

The IRMAA Ambush 4-4-26

Here's the cruelest twist in retirement planning: the people most likely to get hit with IRMAA are the ones who saved the most. The harder you worked and the more you saved, the bigger the target on your back. This week we're talking about the IRMAA Ambush — what it is, how it finds you, and what you can do about it.