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Money Management

Long-Term Care Awareness Month

It’s not fun to think about, but there could come a time in your life when you need help with some of the regular activities of daily living. This includes actions such as eating, dressing, bathing and using the bathroom. Your need could be caused by any number of conditions, …

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Managing Liquidity Part 2

Today, in part two of the managing liquidity series, we’re going to talk about maintaining liquidity with annuities and Social Security maximization. Both of these tools offer important ways of preserving your retirement income and providing a hedge against sequence of returns risk. 1. Maximizing Social Security: One of the …

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Managing Liquidity

In the blog post titled The Danger of Relying on the 4 Percent Rule, I talked a little bit about sequence of returns risk, which is the risk that low returns or losses during the early years of retirement can significantly impact the longevity of your retirement funds—especially if you’re …

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