Blog

Valentine's Day is a time to celebrate love and appreciation for those who matter most. While flowers and chocolates are nice gestures, they are temporary. This year, consider a gift that truly...

With a new president sworn in, many retirees are left wondering: what changes might this bring to their financial security? Political transitions often bring uncertainty, and it's natural to feel...

As the dust settles from the election, I think we can all agree on one thing: it's refreshing to turn on the TV and see ads for car dealerships and pain relief products instead of endless political...

Many retirees use tax-deferred retirement accounts like IRAs and 401(k) plans as their primary source of retirement income. While these accounts provide tax advantages during your working years,...

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...