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The Retirement Trainer

Aug 27, 2020

When many people think of annuities, they say, “Oh my gosh, that’s horrible.” Many people either love or hate them, but this is almost never the right perspective to take. Why is this? It’s simple: many financial planners can’t clearly explain where it makes sense to use annuities or make sense of the...

Aug 18, 2020

As you transition into retirement, you’re likely looking to understand how to reduce mortgage debt and downsize without burning through your savings. There are lots of ways to do it, and lots of important questions to ask along the way.

This is more true right now than ever before. With housing markets as hot as they...