Is it Possible to Live Off Dividend Income Alone in Retirement? A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement. This gentleman had…
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Social Security Benefits Are Increasing. How Will It Affect Your Taxes?
Inflation has been hitting everyone’s wallets all year long. With the cost of everything from fuel to pasta going up, a 40-year high in the cost-of-living-adjustment (COLA) for social security sounds like a good thing….
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GMB #133: Retirement Income Planning in 2022
Managing income after retirement is one of the most important things a retiree needs to plan to make the best of their savings, and with the rising interest rates and stock market volatility, there are…
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GMB Ep #73: The Few Circumstances Where Variable Annuities Make a Lot of Sense
Variable annuities are a set of commonly offered insurance products that promise consumers a consistent income stream. In general, these products tend to become more beneficial to insurance companies and representatives who sell these products…
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Case Study: Retiring With $1,000,000
Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
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Does the 4% Rule Still Work?
Recently I had a client come into my office who was concerned about his and wife’s and his retirement. This client works at a company that sponsors a 401(k), but his wife works for the…
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