Most people think retirement planning is a math problem.

Run the numbers.
Check the projections.
Hope the markets cooperate.

But after working with hundreds of retirees — and living this journey ...

If you’re a federal employee or retiree with a sizable Thrift Savings Plan (TSP), here’s what most people don’t realize: the TSP is excellent at helping you save during your working years, but it d...

When most people think about retirement, they imagine freedom, travel, grandkids, or finally getting to slow down.

But very few are thinking about something far more pressing: The taxes waiting fo...

When it comes to annuities, there’s no shortage of confusion — and it’s usually driven by misinformation, outdated assumptions, or one bad experience someone had years ago. After meeting with hundr...

When it comes to retirement, taxes can either quietly support your plan… or quietly destroy it. And after just returning from a multi-day intensive training with Ed Slott’s Elite IRA Advisor Group,...

If you had $500,000 to invest for retirement income, which would you choose — a guaranteed 5.5% rate for 10 years, or a guaranteed paycheck for life?

In this lesson from the Retirement Income Scho...