Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really understand all the implications when you start your new life….
Read More
Avoiding the Big Retirement Risks
GMB Ep #167: Case Studies – The $2mm Retirement
Last year, the Wall Street Journal published an article that illustrated what a $2mm retirement looked like. In this week’s episode of Grow Money Business, Grant breaks down the cases described in the article and…
Read More
The SECURE 2.0 Act Has Created Some Retirement Planning Opportunities: RMD Edition
The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance retirement savings for those close to…
Read More
SECURE 2.0 Act Enhancements Across the Retirement Continuum
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act does a lot to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial…
Read More
Making the Retirement Leap in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
Read More
Retiring in a Volatile Market: Control What You Can
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to…
Read More
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…
Read More
Tax Planning For Retirement: The Long Game
Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type…
Read More
Avoiding the Medicare Surcharge: What You Need to Know About IRMAA
Reaching Medicare eligibility solves one of the most expensive retirement problems for many retirees: healthcare. Once you’ve made the adjustment and selected all the various Parts and plans, the convenience and affordability of Medicare are…
Read More
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…
Read More