When Taxes, Investments, or Healthcare Costs Get Overwhelming in Retirement Let’s be honest—retirement is supposed to be a time to relax, not stress over paperwork,…
Author: Craig Wallin
Your Emergency Fund: The First Layer of Protection for Your Financial Safety Net
Posted in Emergency Fund
When you’re retired, every financial decision carries more weight. You’ve worked hard to build your savings, and now it’s about protecting what you’ve built and…
If you’re retired or approaching retirement and looking for ways to supplement your income, you may have heard about something called a reverse mortgage. Maybe a…
When most people picture retirement living, they think of large retirement communities with landscaped grounds, big dining halls, and a hefty monthly price tag. But…
Retirement today looks a lot different than it did a generation ago. Many retirees are living longer, staying healthier—and looking for ways to keep busy,…
Exploring a Classic Retirement Strategy—and What May Work Better Today For decades, the 4% Rule has been the go-to guideline for retirees figuring out how much they…
For decades, the 60/40 portfolio—60% stocks and 40% bonds—was considered the “gold standard” for retirement investing. It offered a balanced blend of growth and income, combining…
Tired of Stocks and Bonds? Try These Retirement Income Alternatives
Posted in High-Yield Investments
If you’re a retiree or soon-to-be retiree, you’ve probably noticed something unsettling about the traditional approach to retirement investing. Stocks are unpredictable.Bonds don’t pay enough.And…
When most people hear the words “life insurance,” they think of one thing: a payout to their loved ones after they pass away. But what…
When you’re retired—or close to it—you want your money to work harder, smarter, and safer. But with so many investment strategies out there, how do…