Our Blog

https://youtu.be/QtiJn2o_HOE We get to talk to a lot of people around the United States and even expats who live around the globe. And when we're designing ideal retirement income plans, one topic that comes up over and over is the risks that we currently face. Some of common worries that we hear...

https://youtu.be/DZRIKxz-CH4 Because we get to work with and talk with dozens of people who retire each year, we get to see those who do it well, and then we also get to see those who make some mistakes. In this post, we’re going to look at some of the most common mistakes people make in...

https://youtu.be/sC7dWFsDZ6Q In this post, we’ll discuss when it may make sense to take Social Security early. The common Social Security planning technique or strategy is to wait as long as you can before you start. If you can wait until age 70, that's the maximum benefit. And you hear this...

https://youtu.be/qif6h_ucYlo The Internal Revenue Service stated that this tax season could be a frustrating one. I want to share what the IRS commissioner said so that you can be prepared, and then also I'll share a few things you can do now in order to save on your 2021 taxes. The IRS...

https://youtu.be/sbtlnrj4JQ0 I’m fortunate to have been able to talk to hundreds of people in their fifties and sixties about their plans for retirement. And I recognize that there are two things a lot of people have in common that actually stops them from achieving a successful and secure...

https://youtu.be/gPUAJERuDE4 Dave: I'm here with my business partner, Tim, today. He recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know that we get quite a few questions around Roth conversions and when it might...

DAVE: I'm here with my business partner, Tim, today and he recently helped a client convert $160,000 to Roth and pay no additional tax. So, we wanted to share this story with you because I know that we get quite a few questions around Roth conversions and when it might make sense and things like...

https://youtu.be/3mlZ0yigfEQ What can you expect with the Social Security Cost of Living Adjustment (COLA) for 2022? Over the last 10 years, the average cost of living increase in social security has been 1.65 percent. The COLA for 2022 was recently announced to be 5.9 percent. This is the largest...

https://youtu.be/0eo8539UNLs We help quite a few people retire before the age of 65 and many times health insurance costs are one of their biggest concerns. And rightfully so because you and I can imagine how pricey it might be for us to pay for health insurance, before we get to the Medicare age...