Top Blogs of the Week:
Featured Blog of the Week
A 57-Year-Old Woman Protects Her Legacy With a $955,000 Tax-Free Long-Term Care Asset
On paper, Jackie’s retirement plan looked complete. Her income was covered, her portfolio was disciplined, and her spending strategy was flexible. But as this week’s headline suggests, the biggest risk to her legacy wasn’t markets or taxes—it was long-term care.
In this case study, I walk through how a 57-year-old woman identified the one threat that could unravel everything, and how a single planning decision created a $955,000 tax-free safety net without sacrificing growth or legacy.
👉 Read Jackie's Story Here
Safe Money Spending Philosophy
The Retirement Risk No One Talks About: Not Spending Enough
Most retirees worry about one thing: running out of money. But as this week’s headline suggests, one of the most overlooked risks in retirement is actually the opposite—not spending enough, especially early on.
In this post, I explain why underspending doesn’t eliminate risk, how market timing matters more than most people realize, and why the right income structure gives you permission to enjoy your retirement while still protecting the future. Read the full post.
👉 Read the full blog post here
Safety-first Income Planning
We’re 58 With Pensions & $1.1M — How Much Can We Aggressively Spend Until Age 80?
Most retirement advice is built around one fear: don’t run out of money. But as this week’s headline suggests, the bigger risk for some retirees is actually spending too little and missing the best years.
In this case study, I walk through how a 58-year-old couple with pensions and $1.1M used a safety-first income floor to confidently spend aggressively through age 80—without sacrificing long-term security.
👉 Read Aaron and Becca's Story Here