July 10th, 2025
Greg Aler
For years you’ve dreamed about how you’ll spend your retirement, and now it’s finally here. It’s time to make those hopes a reality. If you’re like many retirees, that means finally pulling the trigger on some big-ticket items. But before you do, make sure your potential purchase isn’t on our list below of retirees’ regrets. […]
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July 10th, 2025
Greg Aler
For years you’ve dreamed about how you’ll spend your retirement, and now it’s finally here. It’s time to make those hopes a reality. If you’re like many retirees, that means finally pulling the trigger on some big-ticket items. But before you do, make sure your potential purchase isn’t on our list below of retirees’ regrets. […]
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April 10th, 2025
Greg Aler
Feeling that nagging doubt about your retirement savings? You’re not alone. A recent study found just 49% of Boomers feel they’ll be financially prepared for retirement. And worse, the goal posts keep moving. The same study found the amount of money people think they’ll need to retire increased 15% in a single year, and 53% […]
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February 26th, 2025
Greg Aler
“When should you start taking Social Security?” ranks among the top questions researched by retirees. Social Security is vital for many Americans, representing at least 50% of total family income for half of all people age 65 or older. Yet despite Social Security’s importance to so many households across the country, it can be confusing […]
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October 14th, 2024
Greg Aler
Retirement is a time to relax and enjoy the fruits of your labor. But how do you know if you’re being too cheap and missing out on all the fun? It’s time to explore the four signs that you might be being a little too frugal in your golden years, and how to strike a […]
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August 16th, 2024
Greg Aler
Ever wondered how much your financial advisor is really pocketing from your retirement nest egg? Are you suspicious of those fees they’re charging? Let’s dive deep into the murky waters of financial advisor compensation and uncover the secrets they might not be sharing. We’ll expose the three most common fee structures advisors use and question […]
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July 15th, 2024
Greg Aler
Retirement should be a time of relaxation and enjoyment, not financial stress or regret. Unfortunately, many retirees find themselves facing challenges they didn’t anticipate due to common mistakes in planning. Mistake #1: Playing too much offense in retirement People tend to invest more aggressively in their 20s, 30s, and even 40s because they have a […]
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May 24th, 2024
Greg Aler
Retirement is a significant milestone, a time to reap the rewards of years of hard work and dedication. However, it’s also a time when some people find themselves facing unexpected challenges and regrets. By understanding these common pitfalls, you can take steps to ensure your retirement is everything you hoped for. Regret #1: Not Having […]
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October 6th, 2023
Greg Aler
All our working lives, we dream of what we’ll do with the money we’ve saved and the newfound free time we’ve earned. Yet, upon reaching retirement, those dreams are sometimes replaced by something different: guilt. What gives? Retirement Account Guilt Happens to Almost Every Retiree Year after year, studies ask retirees about their greatest worry […]
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September 15th, 2023
Greg Aler
Recently, a publication targeted toward financial advisors published an article wondering if advisor fees based on assets under management (AUM) would soon be extinct. In just two sentences, this quote halfway through the article sums up precisely why the AUM model has survived for this long: “It’s so popular because it’s easy, and advisors don’t […]
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