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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
Making Retirement Income Planning Personal from the Start
Personal retirement income planning is challenging precisely because there is no one-size-fits-all solution. Many retirees
Time Value of Money and Financial Planning Decisions
One of the most important ideas in financial planning is also one of the most
Planning Around the ACA Subsidy Cliff
For people who retire before Medicare eligibility, health insurance is often the most unpredictable expense
How TIPS Fit Into a Thoughtful Retirement Income Plan
Treasury Inflation-Protected Securities (TIPS) are often evaluated through the wrong lens. They are compared to
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