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Life Insurance Retirement Plan (LIRP)

Featured Income Insurance Retirement
What Is an LIRP? A life insurance retirement plan is a permanent life insurance policy, such as universal life insurance, that combines life insurance coverage with a “cash value” ...
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Will Social Security Benefits Really Get Slashed by 23% in the Next Decade?

Contributors Featured Money Retirement Social Security
A Social Security funding crisis could be on the horizon if policymakers fail to take action to protect the program in the next decade, threatening a 23% cut ...
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Single in Retirement? 20 Ways To Live a Richer Life on Your Own

Contributors Featured Lifestyle Money Retirement US
You likely didn’t plan to be alone during retirement, but that doesn’t mean you can’t enjoy it. There are ways to live an enriching and fulfilling life — both financially ...
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50% of Americans Can’t Afford Their Lifestyle in Retirement: How to Avoid That Fate

Contributors Lifestyle Money Retirement
54 Eric Reed July 16, 2023·8 min read Will you have to downsize in your retirement? Many families plan to adjust their lifestyles in retirement. They swap the family ...
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The key to living well after retirement is having purpose. Here are 3 science-backed ways to find it

Contributors Featured Lifestyle Retirement
“We don’t really shift our focus to, how do we live well in this extra time,” M.T. Connolly, author of the new book The Measure of Our Age, tells Fortune. ...
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4 things to do to get ready for your first year of retirement

Featured Federal Employees Income Retirement
ccording to a recent article in Moneywise, there are four things you need to do to prepare for in your first year of retirement. Below is their list, with some ...
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Your standard of living in retirement is largely determined by this surprising thing

Contributors Featured Retirement
Most of what we focus on when planning for retirement makes little long-term difference. The single biggest determinant, having more importance than all other factors combined, is the ...
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2023 Social Security COLA increase

Contributors Featured Income Retirement Social Security
Millions of Americans depend on Social Security payments to make ends meet. Retired workers are the largest group of beneficiaries, but children, spouses and disabled individuals may also receive these ...
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What You Should Know When Financial Planning In A Higher Inflationary Environment

Contributors Featured Income Retirement
My goal as a financial advisor is to prepare my clients for their financial needs through various market environments. Over my thirty plus year career, I have guided ...
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8 Things You Need To Know About Taxes Once You Reach Age 65

Featured Retirement Taxes
Tax planning doesn’t necessarily get easier as you age. There are times when taxes get more complicated as you get older. When taxes are complex, there are more ...
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