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In an ever-changing economic landscape, navigating market volatility remains a constant concern, especially for those nearing or already enjoying retirement. Fluctuations in the market can

Life Insurance Retirement Plans (LIRPs) are becoming an increasingly popular tool for retirement planning, offering a blend of life insurance coverage and potential tax-advantaged growth. This guide explores what LIRPs are, how they work, and the key considerations for individuals thinking about incorporating them into their retirement strategy.

To help you on your journey toward mastering the zero tax bracket, the following content shares the best uses of your taxable bucket of investments. It is excerpted in part from The Power of Zero, by David McKnight. Attaining the coveted 0% tax bracket isn’t merely wishful thinking—it’s

The Baby Boomer generation is well-known for being the product of the post-World War II baby boom, and for rejecting and redefining traditional values in many ways. However, did you know that the Baby Boomer generation also represents a “demographic glitch” in a way that is important to all of

In a previous article, I discussed the retirement income challenges created by longevity risk. Today, I want to talk about a common strategy for overcoming it: the Three Percent Rule. I’ll share what came before it, how it came to be popularized, and whether it’s truly the best

The following content is excerpted in part from The Power of Zero, by David McKnight. A great many of my clients come to me with all their retirement savings in tax-deferred accounts. They have spent years following the advice of so-called “gurus” who say things like, “It’s ok