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Latest Articles
5 Hidden Fees of Fee-Only Advisors
Fee-only financial advisors are often touted as the most transparent and unbiased option for investment advice. They do not earn commissions and have a fiduciary duty to act in their clients' best interests. However, even fee-only advisors have hidden…
Decoding The “Chance of Success” In Your Retirement Plan
You enter your income, expenses, investments and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number. It may be 87%. Maybe it’s 72%. Or it…
What Rate of Return Should You Assume for Retirement Planning
Estimating the future returns of your investments is a key part of most retirement plans. It can help us understand our plan's chance of success, but it can also be the most challenging. In this article, I’ll walk through…
7 High-Yield Savings Options for Retirees
There are a lot of good reasons to hold cash, especially for those in retirement. An emergency fund is a must. And retirees need to keep a certain amount of cash for spending since paychecks have stopped or been…
Tax-Efficient Retirement Withdrawal Strategies to Combat the RMD Tax Tsunami
TL;DR Retirees have up to three types of accounts to draw from in retirement: traditional retirement accounts, Roth retirement accounts, and taxable accounts. Each account type is taxed differently. By choosing which accounts to draw from each year, retirees…
7 Ways to Build an Income Producing Portfolio in Retirement (And Why It's A Bad Idea)
Many in retirement seek investments with high income. Whether interest, dividends, or both, retirees value the ability to spend income from a portfolio without the need to sell shares of the investment that generates the income. This sentiment was…