Breaking News! I’ve actually discovered the two best ways to avoid taxes entirely! First option: make no money. None. Zero. Retire to a cabin, grow your own food, and transact exclusively in bartered...
Everything You Need to Know to Plan Your Abundant Retirement
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This is a true story involving someone I care about. Certain details have been changed or intentionally left vague to protect their privacy. She was sharp. Independent. Organized. The kind of person...
There’s a part of retirement planning that no spreadsheet can fix, and it’s probably the biggest challenge people face. It isn’t investment strategy or tax planning or market volatility. The real...
Like many of you, I have been a victim of procrastinationok, obviously victim is not the right word. Though typically my procrastination is not financial procrastination, on occasion that type sneaks...
I still remember the first time I decided to tithe. I was in college, making just over minimum wage, paying for school myself, and—no surprise here—living with a negative net worth. At the time, the...
When I started out in financial services, I worked nearly a decade as a captive agent for the Knights of Columbus. That meant I represented only their products — fixed life insurance and annuities...
Even the thought of retirement can be exhilarating. Knowing you’ll soon have the time freedom to do what you want, when you want, is enough to get even the most unimaginative person dreaming about the...
Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial...
If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what...
I recently had a client summarize retirement planning better than I ever could:“So basically as long as I have more coming in than going out, I should be good?” Exactly! Income > Expenses = Freedom...