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Forget about trying to pick winning stocks—the secret to thriving investments is proper planning.

Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? When you begin withdrawing money from your investments can dramatically impact your long-term wealth. It’s called sequence-of-return risk, and the danger is very real.

Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire.

We are currently in the middle of the Medicare Open Enrollment Period for 2023. This is the perfect time to review the basics of Medicare. What is Part D?

We are currently in the middle of the Medicare Open Enrollment Period for 2023. This is the perfect time to review the basics of Medicare. What is Part B?

We are currently in the middle of the Medicare Open Enrollment Period for 2023. This is the perfect time to review the basics of Medicare. What is Part A?

Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are many considerations that can factor into the Medicare planning process. It is important to avoid costly mistakes in your retirement income plan.

Should I convert my traditional IRA to a Roth IRA? What are the benefits to my retirement plan? We take a look in my latest 1-Minute video.

If you’re 62 years old or older – and looking for money to finance a home improvement, supplement your retirement income, or pay for healthcare expenses – you may want to consider a reverse mortgage.

I am often asked, "What's the difference between a will and a living trust?" The big advantage to a living trust is that it doesn’t have to go through probate court as a will does. This can save you time and money.