2026

When designing a retirement paycheck, retirees often seek “safe” fixed income. Should one favor a TIPS ladder vs. an annuity?

Social Security is taxed in a peculiar and arcane manner. Strange formulas, what-if scenarios, and “tax torpedoes” lying in wait.

Jay wrote in and asked: I’m curious if you’ve gone over DINK (double income no kids) options for those that don’t feel the need to… Read More »Should Retirees Consider a Reverse Mortgage?

We talk past one another when we fail to realize our goals differ widely. What matters to you will dictate your smartest path. My path… Read More »How Could You *DO* That?!?!

While it’s reasonable to think of Social Security as having an “equivalent” lump sum value, we should be wary about including that in our retirement… Read More »Pensions + Social Security = Fewer Bonds??

Does the objective spreadsheet analyses of Social Security miss the MOST important question?