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Are Fixed Index Annuities A Good Investment? NO! (Explained)
July 18, 2025
annuity, investment, finance
Most index annuities are a terrible investment, but for some people SOMETIME, they are great.
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6 Common BAD Retirement Tips (And What You Should Do Instead)
July 10, 2025
retirement advice
Retirement advice and tips can be helpful, but they are usually just throwaway ideas that don't consider your plans and dreams of retirement. Be careful of that.
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Is Social Security Taxable? A Guide
July 3, 2025
social security, retirement
Short answer: yes. Your Social Security benefit is taxable, but the exact rules and limitations are unique.
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Guide To Medicare Types: Medicare Advantage vs. Medicare Supplement vs. Original Medicare
July 10, 2025
health insurance, medicare
Be cautious about selecting the right Medicare type. It’s too easy to choose one that your older, less-healthy self will deeply regret.
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Why Are Medicare Advantage Plans Bad?
June 21, 2025
medicare, retirement planning
Here is an in-depth answer to the question "Why are Medicare Advantage Plans Bad?" There are a few reasons.
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Are Annuities A Good Investment? Here’s What You Need to Know Before You Buy
June 2, 2025
annuities, retirement planning
Are annuities good investments? Here is an honest answer, but it’s more complicated than yes or no.
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Social Security Direct Express Card FACTS — What Every Recipient Should Know
May 31, 2025
social security
Finding facts about Social Security's Direct Express Card is hard, but not impossible.
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Case Study: How Dave and Judy Uncovered $112,000 in Additional Social Security Income
May 20, 2025
When it comes to retirement planning, how and when you file for Social Security can make or break your long-term financial security. Many couples don’t realize just how many options they have—or how dramatically different the outcomes can be.
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Social Security Changes in 2025: What You Need to Know
May 26, 2025
social security
There are a lot of speculated changes coming to social security in 2025, but not all of them are true. Let's talk about EVERYTHING you actually need to worry about in 2025.
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How to File for Social Security ONLINE: A Step-by-Step Guide for 2025
May 23, 2025
social security, online filing tips
Filing for social security is a complicated process with a lot of random steps, but we've done it thousands of times.
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How Much Social Security Will I Get? Here’s What You Need to Know
May 16, 2025
social security
We get asked all the time "How much social security will I get?" And the answer is never as simple as you hope.
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How Investment Firms Fail The Lower and Middle Class
May 16, 2025
retirement, investing, retirement planning
Financial firms are leading you on and leading you astray. There is a silent $500K barrier to entry, and no one will accept you (or tell you you didn’t make it).
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