
Should I “Reset” Retirement Withdrawals in Bad Markets?
You should feel financially secure in retirement, but what happens when the market takes a nosedive right after you retire?

Q&A: I've tried everything to get my wife more involved with our finances. How can I get her to the table?
Is your spouse or partner reluctant to immerse themselves into your financial planning? If your loved one resists talking about money, it might be time to change your approach.

Are You Not Entertained?!
Investing isn’t supposed to be easy. Market downturns—like the one happening now—can feel alarming, but they’re a natural part of the long-term investing journey.

True Status Symbols: Things That Need Reps
True status symbols aren’t flashy cars or expensive suits—they’re things money can’t buy and shortcuts can’t cheat. They require time, discipline, and consistency.

How to Avoid Outliving Your Retirement Savings? It’s All in the Sequence
One of the biggest risks you can face in retirement isn’t just running out of money—it’s sequence-of-returns risk.

It's OK to Have Emotions—Just Don’t Let Them Near Your Stock Portfolio
Market ups and downs can feel like an emotional rollercoaster—especially in retirement. It’s natural to feel uneasy when the stock market dips, but acting on those emotions could hurt your long-term financial success.

Pure Independence
Imagine the feeling of truly living life on your own terms—free from financial stress, societal pressures, or the need for outside approval.

Want a Better Social Life? Try These Easy Habits
Retirement is meant to be a time of joy, connection, and fulfillment—but staying socially engaged can sometimes feel challenging.

Should You Pay Off Your Mortgage Before Retirement?
Stepping into retirement without a mortgage might give you a true sense of financial security. But is it always the best move?

Medicare Costs: The Forgotten Retirement Planning Piece
When you’ve spent decades saving for a confident retirement, the last thing you want to deal with is a financial surprise. Yet, one of the biggest overlooked expenses in retirement is Medicare.

How to Know When to Reorder Your Priorities: Ask These 2 Questions
Life doesn’t stand still—and neither should your priorities. But too often, we hold onto outdated goals simply because they were once the right fit.

The Easiest Thing on My To-Do List
Many retirees spend a lifetime working, saving, and striving—only to find that the finish line keeps moving. The truth is, comparison never ends, and chasing "more" can leave even the wealthiest feeling unfulfilled.