Can AI Tell Me When I Can Retire?
It’s a typical question posed to AI. The simple answer is it cannot, by itself, answer the big one people are asking more often: Can AI Tell Me When I Can Retire?
December 8, 2025
Category: Retirement
What a Million Dollar Retirement Really Buys
Think a million dollars guarantees an easy retirement? See what a $1M portfolio really buys today, how far it goes in real life, and why your plan matters more than the number.
December 1, 2025
November 10, 2025
How to Retire in an Inflationary World
Think of treating inflation like a tough par-4 in a crosswind. You can’t control the wind— but you can control your stance, balance, club and shot selection.
October 28, 2025
Should I take social security at 62 or 70? The Real Math for Simi Valley and Moorpark.
Short answer up front: if you’re healthy and can afford to wait, 70 usually wins on lifetime dollars; if cash flow is tight or your health isn’t great, earlier can make sense.
October 20, 2025
Don’t Miss Your Roth Conversion Window
If you’ve built a large retirement nest egg, you’ve also built a large tax problem.
August 18, 2025
7 Retirement Mistakes Pre-Retirees Need to Avoid.
If you’re within 5-10 years of retirement and have built a portfolio north of $1 million, congratulations—you’ve done the hard part. Now, it’s about avoiding retirement mistakes.
July 22, 2025
How to Plan for a Tax Free Retirement
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
April 4, 2025
IFG Viewpoint & Outlook
No Tax on Social Security Benefits?
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
January 27, 2025
Inflation
Will My Money Last?
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
August 2, 2024