Financial planning insights and resources.
Would you rather sip a glass of iced tea, or chug the whole thing at once? George Johnson explains why waiting for the IRS to force your retirement withdrawals can mean paying more in lifetime taxes—and how taking smaller withdrawals sooner can help you keep more of your money.
You'd panic if your account dropped 10%—but this is worse. Meet Dave, and discover the silent losses quietly draining wealth in places most people never think to look: taxes, estate plans, insurance gaps, and more.
Saying “never buy an annuity” is like saying you hate ALL cars — ambulances included. George breaks down which annuities solve real problems and which ones he’d skip after 20+ years in the industry.
Rolling the dice and hoping for the best is fun at the casino—but it’s a terrible strategy for investors. See the numbers that prove luck isn’t a plan, and learn how a smart portfolio review can stack the odds in your favor.
A too-salty cookie and a poorly built portfolio have more in common than you’d think. Discover the 4 most common ways portfolios go wrong—and how a quick review can uncover years of hidden underperformers.