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Housing Is Not an Afterthought in Retirement
Housing decisions tend to get pushed to the background in retirement planning. That works fine
Where Will You Live in Retirement? Start With a Better Question
Most people approach retirement housing the same way. They ask, “Should we downsize?” or “How
Planning for Long-Term Care Costs in Retirement
Planning for healthcare in retirement is difficult because there is no clear answer. You are preparing
Managing Long-Term Care Risk in Retirement
Long-term care is one of the most consequential and misunderstood risks in retirement. It is not
Why Medicare Isn’t as Simple as It Looks
Turning 65 comes with a long checklist. There are conversations about retirement dates, Social Security
How to Choose the Right Medicare Coverage in Retirement
Turning 65 means becoming eligible for Medicare, the federal health insurance program that covers most
How Your Social Security Decision Impacts Retirement Income
Social Security can be thought of as a monthly paycheck, a government program, or a
Creating an Income Floor with Contractual Income
Retirement income can be built in two fundamentally different ways. You can rely on markets
Why Your Average Tax Rate Doesn’t Tell the Real Story in Retirement
Many retirees look at their average tax rate as a quick measure of how much
Retirement Tax Planning Is About Managing Tradeoffs, Not Following Rules
Retirement tax planning is often presented as a set of rules. These rules are usually
Why the 4% Rule Is a Starting Point, Not a Plan
One of the most familiar concepts in retirement planning is the safe withdrawal rate, which
What are the Foundations of Retirement Income Planning?
Most retirement income plans don’t fail because the math was wrong. They failed because the
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