
When will the Social Security fund run out of money?
Many people hear that Social Security will run out of money in the next decade, and Social Security benefits will cease. This is not true.

How Rising Interest Rates Help Retirees
The 10-year US treasury is bouncing around 3%. Retirees should view this as good news because it means they will likely receive more interest income

Inflation Investments – Is now the time?
One of the biggest economic stories in 2022 is the continued rise in inflation. Many people are rightly upset about the value of their money
Proposed Updates to Withdrawal Rules for Inherited IRAs
After passage of the SECURE Act, the rules became more complicated and less beneficial for many individuals who inherited IRAs. Now the IRS is proposing

One Strategy to Take Advantage of a Market Decline
With war raging in Ukraine and markets swinging wildly, some investors are wondering whether there are any actions they should be taking with their investments.
How much can you spend from your investments in retirement?
A recently published study from financial research house, Morningstar, suggests traditional stock and bond investments won’t produce as much retirement income as these have in