Tom King
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How to Combat Healthcare Cost Inflation in Retirement
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You’re ready for retirement. You’ve prepared mentally, emotionally and financially. But inflation may occupy a corner of your mind, considering the jumps it has made over the past year. The […]
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When Should You Ignore Conventional Retirement Advice?
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In certain cases, taking a less traditional route may be a better financial fit. It’s human nature to want to take mental shortcuts, but when it comes to important retirement […]
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Did You Know 529s Are Powerful Estate Planning Tools?
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Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of […]
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How to Guard Your Nest Egg from ‘Sequence of Returns’ Risk
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Even if you’ve saved diligently and invested prudently, every investor knowingly takes on some risk that well-laid plans could shift, but it’s tough to feel truly prepared – emotionally, at […]
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Rate Changes Don’t Have to Derail Your Retirement Plans
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For those nearing or living in retirement, the Federal Reserve’s decision to keep interest rates lower for longer may trigger a hunt for yield. In this environment of ultra-low interest […]
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4 Financially Awkward Questions
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In an age when you can Google anything, we often feel pressure to know all the answers — which means asking certain things can make you feel a bit embarrassed. […]
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Tune in to Levels of Control for Your Retirement
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We have found that many retirees — even those who’ve planned and saved well for decades — harbor a distant fear that their money may not last as long as […]
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Ready for Retirement? Consider All the Factors First
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It’s crucial that would-be retirees invest in their social, physical and psychological needs as well as their financial ones. And that takes planning.