As soon as Craig and Cindi decided that retiring in Italy was right for them, they didn’t wait until retirement to get started. Check out their inspiring story!

Have you heard the term Tax Diversification? It refers to the practice of spreading out investments among different types of tax-advantaged accounts to reduce the overall tax burden. It is an important aspect of financial planning and wealth management that can help individuals and businesses optimize their tax liability and maximize their returns.

What might be a dealbreaker when choosing a financial advisor? A history of being sued for making risky bets against their clients’ wishes, for starters.

Recently I had the opportunity to guest on The Admired Advisor Podcast, a Buckingham / Strategic Partners podcast with Steven J. Atkinson.

"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years.

One of the most critical decisions you can make regarding your retirement is when you choose to claim Social Security. Deciding when to claim Social Security can make a difference in your monthly bottom line.