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…
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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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Episode #64: Where to Invest an Extra $50,000 Right Now
With the stock markets going straight up, equities being more expensive, and bonds offering extremely low interest rates, many people seem to be wondering what’s the best way to invest extra cash they have….
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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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