Objective Advice You Can Trust

Retiring in a Down Market

Pre-retirees and new retirees concerned about today’s markets can take steps to protect themselves. The current market rout has been…

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Retirement Risk: Inflation Risk

Inflation is the tendency of prices to rise and money to lose purchasing power over time.  It is often referred…

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Estimating Your Life Expectancy

A critically important variable in retirement planning is life expectancy.  I occasionally joke with retirement planning clients that if they…

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Retirement Planning: Longevity Risk

Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…

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Retirement Savings: 6 Things You Should Know About the SECURE Act

The SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…

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Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary

In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…

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