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Ben Shapiro's Controversial Take on Retirement (And What He Actually Means)
Ben Shapiro just said something about retirement in America that got a lot of people very angry, and this is something that a lot of financial advisors don't often talk about. Let's check it out.
Jan 126 min read


Why the 2 8% COLA for Social Security Isn’t What It Seems
The Social Security Administration just announced a 2.8% cost of living adjustment for 2026, but here is what they're not telling you.
Dec 3, 202512 min read


5 Reasons to Claim Social Security Early (Even at Age 62)
Lots of people say that you should delay your Social Security as long as possible, possibly even deferring all the way to age 70. But for millions of Americans, that could be terrible advice. In fact, there are some very real reasons why claiming as early as age 62 may make sense.
Nov 11, 20257 min read


What Should You Do in the Last Five Years Before Retirement?
Those last five years could make or break your retirement plan, and many people get them wrong. In this post, I'll explain why the last five years prior to retirement could possibly be more important than any other time period when it comes to retirement income planning.
Nov 5, 202515 min read


The "New Economics of Retirement"
Goldman Sachs just published "The New Economics of Retirement." I'll give you some highlights.
Oct 31, 20254 min read


The 5 Retirement Planning Mistakes Smart Couples Still Make (And How to Avoid Them)
Even smart, successful couples can make retirement planning mistakes — especially when life is busy and retirement still feels like it is years away.
Apr 25, 20254 min read


The Real Policy Mistake Investors Should Avoid in a Bear Market
If you’re like most investors, you’ve probably been watching the market decline and wondering: “How bad can this get?”
Apr 17, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 3
If you’re a frequent reader of Buffett, you’ll know that he’s not shy about his appreciation for America. That appreciation remains.
Mar 28, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 2
Yes, equity markets can be volatile and scary at times. This is why we need to have a strategic plan for our capital.
Mar 17, 20254 min read


Lessons from Warren Buffett’s Annual Letter 2024 Edition: Part 1
When you invest, you need to think like an owner. Here are some snippets of Buffett’s ownership thinking.
Mar 3, 20254 min read
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