IRMAA Article Discussion is in this Video... Topic #2 I read a lot of financial articles every week. In fact, part of my job as an advisor is to understand what type of content is being put out there, what's going on in the marketplace, and what the media is talking about so that I'm able to be a guide and maybe a calming voice if necessary when clients and prospects come into the office and they have questions about things they're seeing or reading. There are people out ther

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.

The Social Security Administration just announced a 2.8% cost of living adjustment for 2026, but here is what they're not telling you.

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.

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.

If we want to grow our purchasing power over time and not just maintain it, we have to invest accordingly.