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Whether inflation is at 1% or 10%, it’s important to have a long-term strategy for how to address it in retirement. The cumulative effects can diminish how far your hard-earned savings really go. So, let’s jump in to understand what options and strategies you might consider to fight inflation.

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When it comes to your finances, hopefully, you’ve found strategies that already account for inflation risks. However, sometimes you might notice that there’s a gap. If that’s the case, you might be considering changing a thing or two about your retirement approach. So, let's understand the misconceptions associated with inflation and the costs of adjusting your financial strategy.

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Jerome Powell, the chairman of the Federal Reserve, issued some statements on the state of inflation and what he sees as the road to economic stability. While a recession would have to occur to bring prices back down to where they were, there’s hope to balance the economy in a more stable way. Let's discuss!

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Inflation has been prevalent in our lives for many years now. Since 2020, total inflation is reported to be around 23%, and for certain staple items you might find at the grocery store, it’s even more. As we've all heard, the price of eggs nearly doubled! So let’s discuss further to help you understand the total effect of inflation on your retirement finances.

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The truth is, one of the largest expense categories in retirement is tax. The good news, is that you have more control than you think over how your money is taxed in retirement. Let's discuss!

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Whether you’ve lived in your home for decades, or you’ve hopped houses every few years, the taxes associated with a home sale are important to understand. Stay tuned as Larry and Kim discuss what you need to know about home sale taxes and your retirement strategy.

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One of the most common sources of retirement income is in the form of IRAs and 401(k)s. But what makes these different than just a regular brokerage account? The crucial differences come down to the way they’re taxed. Let's discuss!

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Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it’s not the end-all-be-all for your income needs - especially because portions of it can be subject to an income tax! 

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Tax policy often feels like background noise, until it directly affects your retirement. The recent passage of President Trump’s “One Big Beautiful Bill” in the House is one of those moments. While the bill still awaits Senate approval, its sweeping tax changes and spending cuts could have significant implications for retirees and pre-retirees. Here’s what you need to know.

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In a world where market swings, credit downgrades, and rising interest rates make headlines, it’s easy to wonder what role conservative investing still plays in retirement. But for many retirees and pre-retirees, preserving what they’ve worked so hard to build is their main priority. Conservative investing isn’t just a mindset, it’s a strategy that when done right, can create stability, income, and peace of mind in retirement. Let's discuss!

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