Retirement Planning

As the year draws to a close, many people reflect on their financial future. The end of the calendar year tends to be a popular time...

The Social Security Administration (SSA) announced a 2.5% Cost of Living Adjustment (COLA) for 2025, effective January 1, marking a...

Paul Butler worked as a dentist for 43 years before retiring three years ago at age 69. He was done filling teeth but quickly found...

A growing number of seniors are heading into retirement with debts they still need to pay off. Experts say that can represent a...

Millennials often get a bad rap from older generations as self-centered, entitled, and financially irresponsible.- This generation,...

There are many important decisions to make as people near retirement or consider what kind of life they want in their senior years....

Mea Culpa is Latin for “through my fault,” or in more common lexicon, “I am sorry.”  Let this story be my Mea Culpa to you, our...

As many of us approach retirement, one of the key financial questions homeowners face is: should you pay off your mortgage before...

If you know only one basic strategy for spending down your savings in retirement, it’s probably the 4% rule. It was developed 40...

This is a good news, bad news story about your retirement accounts. The bad news is it's complicated, and recent changes to RMD rules...

Do you have a "magic number" that will allow you to retire with confidence? Is $1 million enough? How about $2.5 million? Or do you...