Managing income after retirement is one of the most important things a retiree needs to plan to make the best of their savings, and with the rising interest rates and stock market volatility, there are…
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GMB Ep #73: The Few Circumstances Where Variable Annuities Make a Lot of Sense
Variable annuities are a set of commonly offered insurance products that promise consumers a consistent income stream. In general, these products tend to become more beneficial to insurance companies and representatives who sell these products…
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Case Study: Retiring With $1,000,000
Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
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Does the 4% Rule Still Work?
Recently I had a client come into my office who was concerned about his and wife’s and his retirement. This client works at a company that sponsors a 401(k), but his wife works for the…
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