retirement income

Suppose you had two choices for a retirement scenario: the first is that you owned $50,000,000 worth of real estate. The second is that you own $500,000…

Small steps can make a big difference in retirement planning.Dee Lay and his wife (Fee Lay, of course!) arrive at age 66, trying to figure out if they can…

I get a lot of questions about annuities – what are they? Do I need one?So, let’ see if we can unpack this topic a bit and de-mystify the whole…

When should you begin taking your Social Security benefits?Should you opt to begin your benefits as early as possible, usually age 62? Or should you wait…

I talk to a lot of parents who want to actually see their adult children enjoy the wealth they will one day pass on to them. But these same parents don’t…

No matter who you are or where you work, you don’t have money in a retirement plan. You may have money … in a retirement account.These terms (“retirement…

You’ve done a pretty good job of building up your 401K and you think you’ve got plenty of money in there for when you retire.But…how much can you take out…

Question: I’ve worked for the same company for most of my career. Now they are offering me a retirement pension check or a lump sum of money instead.…

Annuities may be a useful tool in your retirement income toolkit. But they are no substitute for a plan.An annuity is guaranteed money in your mailbox…