How to choose a financial advisor
A great financial advisor can make or break your retirement. You need someone you can trust, who will give you proper guidance, and who is
SECURE ACT 2.0 Retirement Planning Changes
Congress passed a bill at the end of 2022 that has many effects on retirement planning. See below for a list of the largest changes.
Is a charitable gift annuity a good idea?
It all depends on what your goals are. If you are looking primarily to make a charitable gift, and getting a benefit is a nice
How to choose between keeping your pension or taking a lump sum
Deciding whether to keep a pension or take the lump sum option is usually one of the biggest financial decisions someone makes in their life.
The 4 percent rule makes tax planning difficult
This is part 2 of the hiccups that come with trying to use the 4 percent rule. The 4 percent rule is a rule of
What’s the 4 percent rule
The 4 percent rule is a rule of thumb that tries to answer the classic question, “How much can I spend each year in retirement