Here we are in 2022 and the world seems like a crazy place (again)! Armies on the move. Consumer prices reaching decade highs. The coronavirus pandemic continuing to impact our daily lives. What should be your next decision with your personal finances? Should you sell...
Investing in Retirement
Balancing Act: Interest Rates
“What are your IRAs paying?” asked my mother-in-law. Being extremely risk-adverse, and 93-years-old, she was referring to the prevailing interest rates on an IRA bank account or an IRA annuity. However, as I politely discussed with her (as she was preparing her famous...
It’s always a good time to audit your retirement income strategy
Do you have enough money saved to retire? Are you financially independent from the need to earn a paycheck? This is some important math as the coronavirus pandemic has moved some workers into early retirement, voluntarily or involuntarily. Stated another way, when you...
How to Follow the Recipe for Retirement Survival
Have you been wondering how to make your money last through retirement? Dr. Wade Pfau has a recipe for retirement survival. Dr. Wade Pfau, professor of retirement income at the American College of Financial Services and director of retirement research at McLean Asset...