What Are Annuities?

Annuities are like power tools. In the right hands, they can help you considerably, but if you don’t know what you’re doing, you could cut your fingers off.

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What are Longevity Goals?

Of all of the different goal types, longevity goals are probably the least intuitive. Your longevity goals are based around the possibility that you will live longer than you expect. That sounds great, but your income plan needs to be able to fund those years of retirement (unless you plan on hustling Pinochle when you’re…

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When Tax-Loss Harvesting Makes Sense (And When It Doesn’t)

The investing world is comprised primarily of uncontrollable factors like stock prices and tomorrow’s market movements. That’s why it’s so important to be aware of the areas you can control that can potentially put more money in your pocket. We often talk about controlling risk with tools like diversification and an evidence-based, or “passive,” investing…

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