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Dec 10, 20243 min read
How Much Should Healthcare Professionals Save in an Emergency Fund?
Healthcare careers are generally stable, but no job is immune to disruptions. An emergency fun is typically three to six months of living...
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Nov 18, 20243 min read
Good News for Healthcare Professionals: College Tuition Costs Are Slowing Down
Here’s some great news: college tuition costs aren’t rising as fast as we thought. This shift could have a significant impact on your...
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Nov 4, 20243 min read
Should You Buy an Annuity or Wait to Claim Social Security? Here’s How to Decide
If you’re nearing retirement, you’ve probably had a conversation with some advisor pitching an annuity. But the big question is, “Should...
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Oct 15, 20243 min read
Stop Planning Like You’ll Live Till 90! Do this Instead
Y ou don’t need to plan to live until age 90 when preparing for retirement. Many retirees default to planning for a life expectancy of...
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Sep 14, 20246 min read
7 Retirement Withdrawal Strategies to Help You Make the Most of Your Retirement
In this post, we’re going to cover seven popular retirement withdrawal strategies, each with their own pros and cons. Whether you’re...
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Sep 3, 20243 min read
How Much Risk Should You Take in Retirement? A Balanced Approach
One of the most common questions I hear from soon-to-be retirees is, "How much risk should I take with my investments?" It’s a great...
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Aug 14, 20242 min read
How the First 5 Years Can Make or Break Your Retirement
One of the most significant risks retirees face is market volatility, especially in the early years of retirement. This is known as...
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Aug 10, 20244 min read
How to Spot a Bad Financial Advisor: Essential Tips for Soon-to-Be Retirees
As you approach retirement, choosing the right financial advisor is one of the most crucial decisions you'll make. A good advisor can...
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Aug 2, 20242 min read
How the Retirement Spending Smile can Help you Retire Earlier!
Traditionally, many retirement plans use an inflation adjusted spending approach. You start with a certain amount of spending, say...
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Jun 20, 20241 min read
Front-End vs. Back-End Retirement Spending: Which Suits You?
For a successful retirement it's crucial for you to know if you prefer front-end or back-end loading of your retirement expenses....
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Jun 6, 20242 min read
Could Moving in Retirement Save You on Taxes? Here’s What You Need to Know
Could moving in retirement save you on taxes? I ran three scenarios for a hypothetical couple looking to move from New York to Florida....
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Oct 11, 20233 min read
Investing in Emerging Markets - Beginners Guide
What are “Emerging Markets”? Emerging Markets is a developing country, think Mexico, China, South Africa, etc. That is the alternative to...
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