Many Americans rely almost entirely on Social Security for their retirement income. If you’re one of them, you’re not alone—and you’re not doomed to struggle.…
Month: June 2025
Ask the Right Questions to Find the Right Fit for Your Retirement Goals Choosing a financial advisor is one of the most important retirement decisions…
Create Peace of Mind With These Essential Papers As we get older, it’s natural to start thinking more about the future—especially how to protect ourselves…
How to Use a Reverse Mortgage as a Retirement Income Tool
Posted in Aging in Place, and Reverse Mortgages
Make Your House Pay You a Monthly Income For many retirees, the biggest asset they own isn’t in a 401(k), IRA, or investment account—it’s their…
How ADUs and Tiny Homes Offer Privacy, Proximity, and Peace of Mind in Retirement As we age, our housing needs change—but our desire for independence, family connection,…
Use your expertise to help others—and supplement your retirement savings along the way After decades of work, you’ve built up more than just a career.…
Annuities + Investments: The New Retirement Income Blueprint
Posted in Annuities, Income Investing, and Safe Investing
How Combining Guaranteed Income with Portfolio Flexibility Can Create a Safer, Smarter Retirement Plan When it comes to creating dependable income in retirement, many investors…
How Income-Based Portfolios Beat Traditional Allocation for Retirees
Posted in Alternative Investments, Income Investing, Safe Investing, and Safe Withdrawals
Why Cash Flow — Not Asset Allocation Percentages — Is the Smarter Focus in Retirement For decades, retirees were told to follow the same formula:…
How to Diversify Outside of the Stock Market
Posted in Alternative Investments, Income Investing, and Safe Investing
Blend Traditional and Alternative Assets in Your Retirement Portfolio for Greater Stability and Reliable Income For many retirees, the stock market feels like a roller…
Understanding the Pros and Cons of Permanent Life Insurance for Long-Term Planning When it comes to building long-term financial security, few tools offer the combination…