Busting the 4% Rule Myth
Derek Tharp explains how risk-based guardrails can provide a better retirement spending plan than the 4 percent rule would allow.
How to Stretch Your Money Until You’re 100
Breaking down the 4 steps of the “live to 100” strategy as life expectancy increases and conventional retirement wisdom struggles…
How Financial Planning Changes when People Routinely Live Healthy to 100
How would retirement planning change if life expectancy rose to age 100? Exploring how differently each generation approaches retirement saving and spending.
Remarriage & Social Security: What Happens Next!
Exploring the rules & options for how to handle the Social Security survivor benefit in the event of remarriage.
How Money Talk Can Transform Your Marriage and Retirement
5 steps to improve your money talks in marriage to set up a better retirement and financial plan with your spouse.
How to Decide the Right Time to Take Your Pension
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation.
How Financial Advisors Make Money
Examining the different fee structures for financial advisors and the typical situations that people utilize them in, as well as the red flags to look out for when looking for an advisor.
Maximizing Your Spousal and Survivor Social Security Benefits
Discovering the link between Social Security benefits within a couple and breaking down the consequences of deciding when each person starts taking it.
How do Annuities Work? With David Lau
David Lau of DPL Financial Partners discusses the in’s and out’s of annuities, what to look for in a good…
Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!