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Retirement

2025 Social Security Webinar

June 2, 2025

Social Security is a complex topic and can be confusing to navigate. Today’s episode

60/40 Portfolios: A Historically Good Income Solution for Diversified Investors

May 26, 2025

Inflation is pushing the value of the dollar down, but markets can be volatile,

Will your RMD make you run out of money?

March 19, 2025

Are you relying on CDs for your retirement savings? That could be a big

Are 5% CDs a good deal?

October 15, 2024

Here’s How to Vet a Continuing Care Facility

July 1, 2024

Considering selling your home to find a situation that better meets your needs in

Social Security Education Without the Sales Pitch

April 24, 2024

Today, Paul talks about his most recent webinar on Social Security and why it’s

After 2020, Americans Want a Different Kind of Retirement

March 25, 2024

A survey shows that most Americans don’t see retirement as a time to kick

Debunking Common Myths That Hurt Your Retirement

November 16, 2023

Retirement is very different than it was 30 years ago when most employees had

Speaker of the House Addresses Social Security and Medicare Changes

November 10, 2023

In the ongoing struggle to address concerns around the full-funding of Social Security and

How Do You Plan for a Retirement That Is 50 Years Long?

October 25, 2023

Studies show that people are living longer as access to healthcare, food options, and

Can You Invest $100 per Month and Retire Wealthy?

October 20, 2023

There are all kinds of claims floating around the internet that say things like,

Major Fund Provider Wants You to Know You Probably Can’t Retire

October 16, 2023

Paul found an article from Vanguard talking about the seven places you’ll likely need

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