Why Cash Flow — Not Asset Allocation Percentages — Is the Smarter Focus in Retirement For decades, retirees were told to follow the same formula:…
Author: Craig Wallin
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…
How to Use Factore ETFs to Simplify Your Retirement Portfolio
Posted in Factor Investing, and Low-Volatility Stocks
Get Diversified Exposure to Proven Investing Strategies—All in One Fund When it comes to building a retirement portfolio, simpler is often better. But simple doesn’t…
How to Blend Low-Volatility With High-Yield Stocks
Posted in Dividends, Low-Volatility Stocks, and Safe Investing
A Strategy for Stable Income and Smoother Growth for Retirees For retirees, investing isn’t about chasing the next big thing—it’s about preserving what you have, earning steady…
Smarter Withdrawals, Lower Taxes, and a Bigger Retirement Paycheck One of the biggest surprises for many retirees is that retirement doesn’t automatically mean lower taxes. In…
Simple Portfolios for Cognitive Decline
Posted in Memory Loss, Professional Help, and Safe Investing
How to Simplify Your Finances to Protect Against Future Memory Loss Planning for retirement usually means thinking about income, investments, and expenses—but there’s one more…
Which Income Investment Is Right for Retirees? As a retiree, you’re likely looking for one thing above all in your investments: steady, reliable income. Bonds and…
Preferred Stock ETFs: Easy Access to Diversified Income
Posted in High-Yield Investments, and Preferred Stocks
Get exposure to dozens of preferred shares in one click. If you’re searching for a simple yet powerful way to collect income in retirement, Preferred Stock…
CEFs vs ETFs: What’s the Difference and Which is Better for Retirees?
Posted in Closed-End Funds, and High-Yield Investments
Understand the Key Differences in Structure, Liquidity, and Income Potential If you’re a retiree looking to boost your income, you’ve probably heard of both CEFs (Closed-End…