News & Articles

Let's talk about a couple of different retirement spending strategies. Guardrails and Buckets

I wanted to provide some translation services for common things advisors like to say, mostly for their own benefit.

After lots of studying, various tests, and an application to the IRS, I now have the highest credential the IRS awards.

Invitations to retirement dinner seminars are always coming at you. But, should you attend one? Here I share some thoughts on them.

There is a great question about whether to accept $1 million now or a penny that doubles every day for 30 days. Let's go to the tape.

I wanted to share some examples of where I was able to help clients not tip Uncle Sam.