World traveler, real estate investor, and entrepreneur.
Retirement Income
Aug 11, 2026
•
3 min read
Your home equity could be doing more for you than just sitting there.
Aug 4, 2026
2 min read
A 1994 rule is still guiding 2026 retirement decisions. Here's what's changed.
Jul 28, 2026
Most people pick wrong. Not because they're careless. Because the math isn't obvious.
Healthcare
Jul 21, 2026
The surcharge tied to a tax return you filed two years ago.
Jul 14, 2026
Why this isn't the annuity your uncle got burned by.
Jul 7, 2026
A five-minute check that catches the mistakes that cost the most.
Risk Management
Jun 30, 2026
The retirement plan looked fine on paper. Then these six things showed up.
Jun 23, 2026
For most of the last decade, CDs were a punchline. That era is over.
Jun 16, 2026
Most families find out too late that a will alone doesn't get the job done.
Jun 9, 2026
Any advisor who tells you not to mention this to your family is not working for you.
Taxes
Jun 2, 2026
No salary. No RMDs yet. This is the window most retirees don't know they're sitting inside.
Market Protection
May 26, 2026
Paper assets get repriced overnight. Hard assets don't. Here's how to use them.
May 19, 2026
Most retirees assume Medicare has them covered. The math tells a different story.
May 12, 2026
The dividend strategy that's been quietly outpacing inflation for decades.
Social Security
May 5, 2026
The 12-month window to undo it closes fast. Here's what you need to know first.
Apr 28, 2026
You saved diligently for 30 years. The IRS has been waiting patiently.
Apr 21, 2026
The market bounces back. Your portfolio might not.
Apr 14, 2026
5 min read
Most people plan their vacation better than their retirement income. Here's the fix.
