Those who are charitably inclined, but also early in retirement, often find it hard to balance between ensuring they have the retirement portfolio needed to accomplish their goals for... Read More
Private credit is a relatively new type of investment that has grown rapidly, and is aggressively sold to investors and advisors with the promise of higher returns. Investing in... Read More
Investing in municipal bonds is a topic we get asked about frequently. It is a topic that seems straightforward, but actually has some complicated features and calculations that we... Read More
Gifting money is a great way to help out a family member in need, or just a way to share your wealth with loved ones. However, there are ways... Read More
As you think about your retirement, you may be naturally concerned about retirement risks, like outliving your savings, which we call longevity risk. We use five main strategies for... Read More
Certificates of Deposit (CDs) have long been a popular choice for savers seeking a secure investment for their cash, but with a higher interest rate than a checking or... Read More
If you are in position to retire with $2 million or more, you have done an excellent job saving for retirement. And now, once you retire you will deal... Read More
Choosing between Medicare Advantage and Medigap insurance is a big decision that every retiree has to make. If you are near age 65, you have likely been bombarded with... Read More
Inheriting an annuity can be a great windfall, but can also raise unexpected tax liabilities and administrative burdens to deal with. In this post, we cover a few basics... Read More
In this blog post, we will delve into the benefits of investing in low-cost, passively managed index funds. We will explore the academic research on the topic, the underlying... Read More
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