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Why a Retirement Income Plan Matters More Than Your Investment Returns

Why a Retirement Income Plan Matters More Than Your Investment Returns

by Kenny | Jul 1, 2026 | Weekly Newsletter

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate when their balances increase. But when retirement finally arrives, one question becomes far more important than, “How...
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

by Kenny | Jun 26, 2026 | Weekly Newsletter

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026 | Weekly Newsletter

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan

by Kenny | Jun 11, 2026 | Weekly Newsletter

As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but often overlook one of the most important areas of their lives: their finances. Just as an annual physical helps identify potential health concerns before...
Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On

by Kenny | Jun 4, 2026 | Weekly Newsletter

For many Americans, retirement planning begins with one simple question: “How much money do I need to retire?” While building savings is important, a more critical question is often overlooked: “How will I create a reliable income throughout...
7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

7 Financial Mistakes That Can Derail Your Retirement — And How to Avoid Them

by Kenny | May 28, 2026 | Weekly Newsletter

Retirement should be a time filled with freedom, confidence, and peace of mind — not uncertainty and financial stress. Yet many people unknowingly make decisions during their working years that can create major challenges later in life. The good news is that most...
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Recent Posts

  • Medicare Myths That Could Cost You Money in Retirement
  • Why a Retirement Income Plan Matters More Than Your Investment Returns
  • Weekly Market Commentary
  • Medicare in 2026: Why an Annual Medicare Review Could Save You Money and Protect Your Coverage
  • The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns
  • Trump Accounts Are Almost Here: What Parents Need to Know
  • Weekly Market Commentary
  • Medicare and Retirement: Why Turning 65 Is More Than Just a Medicare Decision
  • 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag
  • Form 8606 and the Pro-Rata Rule: Not the End of the World

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