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Retirement Income Center
A focused hub for income planning, withdrawal strategy, longevity risk, and client-ready conversation tools.
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Next chapter retirement
Rethinking Retirement Benefits as Worker-To-Beneficiary Ratios Keep Falling
A More Comprehensive Approach to Calculating Replacement Rates
Next chapter retirement
The New Retirement Math for Income and Legacy
It’s simpler. It’s strategic. It’s more secure. And it’s designed so your clients don’t have to make tradeoffs.
Next chapter retirement
2027 Social Security COLA: What Early Estimates Mean for Your Retirement
For retirees and those approaching retirement, the COLA plays an important role in maintaining purchasing power.
Next chapter retirement
42% of Home Buyers Are Baby Boomers—Retirement Planning Enters a New Phase
Baby Boomers now account for 42% of all home buyers, making them the single largest force in today’s housing market.
Next chapter retirement
Sitting on Six Figures in Home Equity? 5 Ways Retirees Are Turning It Into Monthly Income
Isn’t generating any income where it currently sits, there are ways to turn that equity into cash, which can be especially beneficial
Next chapter retirement
Retirement Travel Done Right: Balance, Budget, and Better Experiences
One friend just returned from a once-in-a-lifetime safari in Africa. Her husband? He opted out. Not on his bucket list.
Next chapter retirement
The Hidden Financial Problem Many American Retirees Discover in Spain
Even when their professionals are technically competent, the outcome for these retirees can still be wrong.
Next chapter retirement
“Are You Retired?” That Question Isn’t Working Anymore
Emerging sense of self that isn’t borrowed from a job title or an org chart. The word retirement flattens all of that into a single past-tense story.
Next chapter retirement
Retirement Plans Built on Pensions Face Pressure as Funding Levels Fall Short
Understanding how pension funding works, and what happens when a plan becomes underfunded, is critical for retirement planning.
Next chapter retirement
Retire Now or Wait? A High-Stakes Choice With Long-Term Consequences
Does it make sense to retire now… or is staying even two to seven more years’ worth far more to your lifetime retirement plan?
Podcast Next chapter retirement
Does Retiring Early Help You Live Longer?
I explore a study about retirement timing and longevity and explain why statistics alone should never guide your retirement decisions.
Podcast Next chapter retirement
From Owner to What? Preparing for Life After a Business Exit
Practical exercises to help business owners design their ideal week, align with their spouse, and prepare emotionally for what comes next.