When you retire, the question shouldn’t be, “Do I have enough income to live on today?”  The key question is, “Will my income keep up with me tomorrow?" Because the truth is, life isn’t getting any cheaper. Groceries cost (a lot) more these days. Insurance premiums are rising. Travel is getting more expensive. Even little things – the lunch bill, streaming services – tend to creep up year after year. At an average 3% annual inflation rate,  your cost of living will double  ov

There have always been two “stock markets” – and there always will be. One can make you wealthy; the other can drive you insane. And...

Three questions Show notes: If I could sit across from you right now... and ask just one question to cut through all the noise about...

Investor anxiety is on the rise as we enter the fourth quarter of 2025. Most of the key numbers – economic growth, inflation, market...

When it comes to planning for a safe and confident retirement, long-term care remains a confusing and unaddressed challenge to many...

We’ve reached the final step in our seven-part journey to a successful retirement. Over the last several posts, we’ve walked through a...

The Federal Reserve gave investors some much-needed clarity last week, cutting interest rates by a quarter-point – and signaling its...

Every dollar you pay in taxes is a dollar you won’t get to spend on the things you want to do in retirement. That’s why minimizing...

By the numbers, everything seems hunky-dory these days. Eight months into the year, and the S&P 500 has posted near double-digit returns....

With the passage of “The One Big Beautiful Bill” on July 4 th , 2025, you are most likely wondering two things: 1.) what’s in it and 2.)...

Labor Day – the unofficial end of summer. A new month – and a refreshing change of season to look forward to. This is also a good time to...

If you’re thinking of retiring soon, you’re probably wrestling with a couple of big questions. One is, “Do I have enough money to...

The financial markets have become dependent on good news from tech companies and the enormous promise that artificial intelligence brings...

If you're following along with our series on the Seven Steps to a Successful Retirement , welcome to Step Three – an essential part of...

A positive update last week shows inflation held steady last month – which keeps an interest rate cut on the table when the Fed meets...

In the first post of this series, we focused on creating a clear and inspiring vision  of what your retirement could look like. Now, in...

The Federal Reserve recently voted to keep short-term interest rates where they are, but a rate cut seems increasingly likely when...

What retirees fear most - and why they might be right Show notes: Today’s retirees say they are seriously worried about running out of...

We roll into August with the same doubts and worries that have dogged investors all year – but the numbers continue to show a resilient...

When most people think about retirement, their minds go straight to money: savings, investments, and income streams. But before you...