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Blog

Reduce Your RMD & Generate Guaranteed Income with a QLAC

Learn how a Qualified Longevity Annuity Contract (QLAC) can reduce your RMDs by up to 25% and provide guaranteed income later in retirement. Explore benefits, rules, and key considerations before investing.
8/4/2021
Blog

3 Things to Be Mindful of When Looking for a Wealth Manager

Not all wealth managers are created equal. Learn how to spot red flags, avoid hidden fees, and choose a fiduciary advisor who prioritizes your full financial picture—not just your portfolio.
Jim Cahn
7/19/2021
Blog

Retirement Planning Considerations for a Stay-at-Home Spouse

Learn how married couples can protect retirement income with spousal pension rules, QDROs in divorce, and spousal IRAs. Explore key strategies to support stay-at-home spouses in long-term financial planning.
John Linge ChFC, CFP®, CPA
3/22/2021
Blog

What You Should Know about Sequence of Returns and Why

Planning for retirement? Learn how sequence of returns risk can impact your portfolio and discover smart strategies—like income preservation buckets and annuities—to protect your retirement income.
Charlie Massimo
7/15/2020
Blog

How Working in Retirement Impacts Social Security

Retirement means living without a paycheck—but not without a plan. Learn how to manage fixed income, Social Security, and retirement assets to stay financially secure.
5/7/2020
Blog

3 Things You Need to Know Before Claiming Social Security Benefits

Discover the three key sources of retirement income—pensions, personal investments, and Social Security. Learn how to maximize your Social Security benefits and avoid costly mistakes in your retirement planning.
5/3/2020
Blog

How Much of My Savings Should Be In Each Tax Bucket?

Learn how to allocate your savings across tax-advantaged, tax-deferred, and taxable accounts. Discover strategies to optimize taxes and improve retirement income flexibility.
Peg Webb
6/13/2017

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