Our Blog

You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.

Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.

These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.

Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.

It’s 2024 Medicare Open Enrollment time. Here are 13 tips for getting great coverage and lowering medical costs.

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.

Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.

The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough?

Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.

Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.

Hear David’s investing lessons and plan for generating income for life.  Plus what he learned about estate planning after his dad’s passing.

You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.

Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.

Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.

What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.

You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.

Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.

Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.

Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.

Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.