Everyone Has an Angle…

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 that retirement is not about assets, but it is about income. Depending...

Digging a (Money) Hole in Retirement

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 referenced a quote attributed to Will Rogers: “When you find...

A Simple Income Question…

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 with this. You know that you can pay your bills, go on...

Why is Tax-Free Income Important in Retirement?

As retirement approaches, individuals often seek ways to optimize their savings and ensure a comfortable lifestyle. One effective strategy is leveraging tax-free retirement income, offering multiple advantages for retirees. This is crucial for securing retirees’...