by Kyle Williams | Jun 22, 2026 | Retirement Planning
For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day without a harried schedule. However, the...
by Kyle Williams | Jun 15, 2026 | Annuities, Retirement Planning
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace a full salary. In fact, it typically replaces only about 40% of pre-retirement...
by Kyle Williams | May 11, 2026 | Retirement Planning
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to the FTC recorded losses of $2.4 billion, up from $1.9...
by Kyle Williams | May 4, 2026 | Long Term Care, Retirement Planning
Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time...
by Kyle Williams | Feb 23, 2026 | Financial Planning, Retirement Planning
In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with its own rules and regulations. Investors must...
by Kyle Williams | Feb 17, 2026 | Retirement Planning, Tax Planning
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that impact one’s...
