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
Tag: Financial planning
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
Uncategorized
How to Create A Risk-Free Investment Strategy.
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
November 13, 2023
Uncategorized
Bad Financial Behavior and How to Avoid It!
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.
October 20, 2023
Planning
Planning Your Future Without a Roadmap?
You want to begin planning your future life, but aren’t sure how. You want help but don’t know how to get stareted. Sound familiar? It should.
September 14, 2023
Economy
The Intersection of Current Events, Banking Crises, and Financial Planning: Navigating Uncertainty with Prudence
It’s been said that the only constant is change and lately it’s been the banking crisis. Financial planning is often more about what we don’t know than what we do know. Lately, we’ve been through COVID, supply chain issues and (ongoing) issues with some of our country’s financial institutions.
June 15, 2023
Family Issues
IRAs With Excess Assets Impact Family Members Too!
After passage of the SECURE Act of 2019, non-spouse IRA beneficiaries are now required to liquidate their inherited IRAs by the end of the 10th year. Often, that means they’ll be withdrawing taxable income from the inherited IRAs during their peak earning years – great gift for Uncle Sam, but not so good for the kids.
January 9, 2023
Estate
Planning for Retirement? Here are a few tips!
For some people, planning for retirement can feel like trying to eat an elephant; but, it doesn’t have to be that way. Before making big decisions, it’s always important to get the ducks lined-up first.
September 29, 2022
IFG Viewpoint & Outlook
SECURE Act 2.0: RMD Age Hikes Coming?
RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?
August 8, 2022
Planning
Remember 1966? How About 1967?
Retirement decisions can be momentous. Which year you would have remembered would depend on if you retired back then… and which year!
June 28, 2022