When it comes to planning your retirement, the person giving you advice matters just as much as the advice itself. But here’s what most people don’t realize: not all financial professionals are the...

Most Americans have heard of annuities — but according to LIMRA, only 1 in 4 actually know what they are. And it’s no surprise. Annuities aren’t taught in school, and Wall Street advisors often ove...

Not Sure When to Claim Social Security? This Lesson Can Save You Thousands.

When you think about Social Security, it may seem simple on the surface: pick an age and start collecting. But when I me...

When I helped my mom navigate Social Security after my dad passed, I was shocked by how confusing the process was. Between the long hold times and conflicting answers, it was hard to know who to tr...

It’s one of the most common fears in retirement: “What if Social Security runs out before I can claim my benefits?”

This fear drives a lot of rushed decisions — and in many cases, those decisions ...

After my last lesson on retirement income, the comments came flooding in. Some said whole life insurance is a scam. Others said annuities are a joke. And plenty stood by their 401(k) like it was go...