Why I don’t Hate Annuities
A fee-only financial planner explains when annuities can make sense for retirement income and when they don't. An honest, commission-free take on longevity risk and income planning.
The Difference Between an Illustration and a Plan
A "90% probability of success" sounds reassuring — but is it actually a plan? Learn the difference between a retirement illustration and a true financial plan with real decision points.
Underspending in Retirement
Many retirees struggle to spend the wealth they worked to build. Learn about the concept of your personal "X-amount" and how financial planning can help you spend with confidence in retirement.