• The 4% “Safe Withdrawal” Rule

• The Future of Social Security

• 401(k)s, 403(b)’s and IRAs: What’s the Difference?

• Qualified Charitable Distributions: Win-Win-Win!

• Social Security: It Will Still Be There

• Common and Costly IRA Mistakes: Rollovers

• Social Security Restricted Application: Consider the “What If’s”

• Keep Flexibility in Your Retirement Income Plan

• Who Owns Your Deferred Comp?

Taxes

• Not All Pensions Are Governed the Same

Articles Written by LouAnn Schulfer 

• Setting Up Retirement Income: How Does That Work?

• Corporate Mergers and Your Retirement

• SMA's: Highly Customizable

• When Should I Start Planning for Retirement?

• Tax Brackets

• The New Age of RMDs

• Taxes and Your Investments 

• Retirement Plan Options When Your Company Sells

• Retirement Plan Decisions When Your Company Sells

Videos Produced by James Robinson 

• Get Your Last Contributions In Before Retirement

• Give to Charity or the IRS

• ROTH IRAs: Going through the Back Door

• Unintended Consequences of COVID: Early Retirement

Investments

• 5 Retirement Planning Tips

Articles Written by LouAnn Schulfer 

• The Million Dollar Question

• Income Planning

• Are you a trader or an investor?

• Guaranteed Income

• Dispersion in the Markets

• Words Matter

• Market Returns Amidst the Pandemic

• The Whole Picture

• The Effects of Drawdown

• Retirement Planning: Like an Equation

• Assessing Your Investment Real Estate

• You’re Retired, Your Accounts Shouldn’t Be

• Politics and Your Investments

• Why the CARES ACT Waives RMDs

• Low Interest Rates: A Double Edged Sword

• Key Ages for Retirement Income

• The S&P is not GDP

• Stretch IRAs Gone for Many

• Investment Accounts: More Than Just a Return

• The SECURE Act and Your IRA Contributions

• All-Time Market Highs

• The SECURE Act and Your RMDs

• Volatility Can Present Opportunity

• 5 Required Minimum Distribution Facts

• Historic Patriotism and Investing

• Common and Costly IRA Mistakes

• The Next Market Leaders

• Great News for Retirement Savers in 2020

• What Amount of Commitment Does Your Investment Require?

• The Best Retirement Advice I’ve Ever Received…

• When Should You Stop Investing?

• Pension Trends

• Understand Your Investment Qualifications

• What to do if you receive an Important Pension Notice

• How Well do You Understand Your Annuity?

• Imagining Retirement

• Escheatment and Your Investments

• Rollovers and Transfers

• What Causes Market Sell Offs?

• Retirement Planning: Dig a Little Deeper

• What Amount of Commitment Does Your Investment Require?

• It's Never Too Late for a Second Look

• Past Performance is No Guarantee of Future Results

• What is the Greatest Risk to Your Nest Egg?

• Important Ages for Your Retirement Income

• Doing Nothing is a Decision

• Words of Wisdom for Retirement

• How Many Baskets do you Need?

• Great News for Retirement Savers in 2019

• Whos Driving?

• Retirement Like a Rubix Cube

• 5 Investment Rules in an Election Year

• Planning Does Not Stop After Retirement

• How are my stocks?

• The Most Important Question

• 6 ROTH IRA Facts That May Surprise You

• Retirement Planning: How Clear is your Picture?

• ROTH IRA Conversions

• IRA Planning Options

• What are Your Chances of Widowhood?

• What to do When Your Pension Plan Terminates

• Widowhood: A New Chapter

• Words of Wisdom for Retirement

• Long Term Planning Means Security for Women

• Do You Understand Distribution Diversification?

• 5 Modern Myths about Women and Money

• Retirement Planning Advice: Work to eliminate your Debt

• Suddenly Single

• Retirement: A Financial Decision or an Emotional Decision?

• Women and Money: Taking Over the Finances

• Should I Roll Over My 401(k)?

• Can I Retire?

• Your Last Gift

• Time Off for Bad Behavior

• Old Life Insurance – Improve Your Position

• When Things Settle Down

• Long Term Care: Who Pays?

• Work to Retirement is not a straight line

• Life Insurance Fatigue

• Retirement Risks: Part I  The Definition of Risk is.....

• Which Risk are You Willing to Take?

• Retirement Risks - Part II  Why is aging in retirement risky?

• Getting Started is the Hardest Part

• Retirement Risks Part III - Investment Risks

• Planning and Inspiration at 81

• Retirement Risks Part IV - Work & Family Risk

• Your Life Insurance Policies: Worth a Review

• Job or Employer change? Part I - Decisions Matter. An ounce of prevention..

• Long Term Care Planning: Different than it Used to Be

• Job or Employer Change? - Part II. Knowledge Matters. Overcome Apprehension

• Sorting through Long Term Care Planning Options

• Job or Employer Change Part III. Experience Matters. Can I have your Attention?

• Life Insurance Shouldn’t be Complicated…. But sometimes it is

• Job or Employer Change Part IV.   Planning Matters

• Know-How to Update Your Beneficiary Designations

• Job Change Part V. Pay Attention to Your Pension

• Group Life Insurance vs. Personally Owned Life Insurance