Taxable dollars aren’t often thought of as the most valuable in retirement… but they certainly can be!

Follow the income and market strategy of a 56-year-old couple as they plan for an early retirement at age 62 (taking SSI immediately).

Lost income can drastically effect the retirement of a surviving spouse. Here are 3 sources that are often overlooked.

Phase 2 of retirement often requires a different approach than Phase 1. Here’s exactly what you should focus on moving into retirement.

There are times to focus on aggressive growth & times to play defense with your retirement assets. Here’s when & how you can do both.

Following the conventional retirement income planning strategies can delay your retirement several years… Here’s an alternative approach.

Maximizing your income in retirement often means reducing your tax liability as much as possible. Here are a few good ways to do that.

Leveraging the income-paying efficiencies of insurance-based retirement vehicles for more income AND more security in retirement.

Retiring early poses some serious challenges in terms of “accessibility”, but luckily there are ways to strategically access money early.

You can win, regardless of the market performance, if you effectively disperse the market exposure of your portfolio in retirement.

It’s never fun to watch your investment portfolio drop. But retirement is the most critical time to PROTECT your money from a large loss!

(don’t forget to checkout the video of this case study too)