Retire and Live Well

Here, we share practical insights for building a life that lasts with retirement planning, investing, taxes, and longevity, all designed to help you make informed decisions and feel more confident about your future.

Tax Strategy vs. Tax Preparation: The Wealth Builder’s Advantage

Why Gold Prices Are Rising in 2025 — and How Much You Should Own in Your Portfolio

The Silent Fear of Running Out of Money

5 Smart Tax Moves to Make Before Year-End

What Is Your Real Financial Freedom Number?

Asset Allocation vs. Asset Location: The Retirement Strategy Most Investors Miss

Are You On Track for Retirement? Benchmarks, Rules of Thumb, and Finding Your Real Number

How Much Should You Have in Real Estate vs. Investments?

Should You Use an IUL as a Retirement Plan? Here’s What You Need to Know

Should You Take Social Security at 62? Why Waiting Isn’t Always the Best Strategy

AI & Your Financial Future

Does Homeowners Insurance Cover Flooding? What You Need to Know Before the Next Storm

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