Blog

With Halloween approaching, many retirees are still haunted by the same fears from last year- rising inflation and market volatility. But now, there's another specter looming over retirement plans:...

Growing up in Western North Carolina, my hometown of Marion has always been dear to me. When Hurricane Helene hit, it was heartbreaking to witness the devastation that swept through the places I...

When Hurricane Helene hit, it caused not only physical destruction but also a lasting financial impact, especially for retirees and those nearing retirement. With potential losses in property...

Robert Fulghum, the author of "All I Really Need to Know I Learned in Kindergarten", has a profound way of simplifying complex life lessons. One of his insights draws a clear distinction between an...

Imagine a world where you've only ever experienced the simple pleasure of vanilla ice cream. It's familiar, comforting, and always available in your home refrigerator/freezer. You've grown...

Happy Birthday, Retirement Resource Management! Eight years ago, in July 2016, I founded Retirement Resource Management to help people maximize their retirement savings and pass on as much as...

In the complex web of financial security, two safety nets stand out for their pivotal roles in safeguarding the futures of millions: The Pension Benefit Guarantee Corporation (PBGC) and the transfer...

In the landscape of retirement planning, ensuring financial security requires a nuanced understanding of qualified retirement income options. With decades of experience in this field, I've witnessed...

Long-term care insurance (LTCI) policies have undergone significant changes over the past 20 years, responding to changing demographics and market trends. These changes have resulted in policies...

In the labyrinth of tax laws and regulations, both high-net-worth individuals and middle-income earners feel impacted by the complex tax system. Each segment argues that the tax code unfairly...

A good friend of mine often says, "If what you thought to be true turned out not to be true, when would you want to know?" In the context of retirement, this statement is especially true. Many...

The Inflation Reduction Act is a great reminder of the Legislative Risk that faces retirees. When thinking about retirement risk, many focus on portfolio or market risk, but have you considered the...

I have been working in the retirement planning business for almost 30 years. Through that time, I have evolved in my thought process on how to best plan for retirement. I have settled on the fact...

This past week, I was in Hilton Head recording a segment for WHHI News and we were discussing the current situation of our economy and the stress retirees feel about their money. During the segment,...

I would like to ask a simple question: If you could retire and still have the same monthly income, would you? The answer from most people is "yes, absolutely". The reason is simple: you are familiar...