Financial Articles

Past podcast guests David Blanchett and Michael Finke's new analysis suggests annuities act as a "license to spend," enabling you to spend more comfortably in retirement.

Amidst the complexities of Social Security, here you’ll find an in-depth look at maximizing benefits, whether you’re approaching or are already in retirement.

Taxes impact your money throughout your entire life. If you’re like the author of this article, tax policies can also significantly influence your financial decisions to and through retirement.

Ben Carlson discusses the validity of the four percent rule for retirement planning, highlighting its conservative nature and effectiveness.

If you take a peek into the past, you will find useful applications as well as limitations in leveraging market performance data.

The transition to retirement doesn’t have to be a sudden stop. “Phased retirement” is a growing trend that offers flexibility and continued purpose while gradually easing into full retirement.

The concept of “skin in the game” suggests that when someone’s own money is on the line, they’ll make better decisions. In the financial world, this is often applied to fund managers who invest in their own strategies.

Trusts are powerful tools for managing assets and ensuring a smooth transfer of wealth, but they’re only effective if properly funded.

High inflation is a concern for retirees, but how much does it really impact your nest egg?

We often strive for happiness, but what if "negative" emotions like sadness, anger, and regret could actually lead to a more fulfilling life?

Bernard Baruch, a Wall Street legend, learned investing lessons the hard way.

Ever wondered how some people with modest incomes amass millions? It's not about flashy strategies or insider knowledge. The secret lies in the often underestimated power of quiet compounding.