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Perspectives on markets, retirement, taxes, legacy, and the decisions that turn accumulated wealth into a coordinated plan.
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Timely education for the financial questions that tend to matter most before and throughout retirement.
Showing 11 insights
Retirement Planning01
The Three Years Before Retirement
A practical countdown for coordinating spending, income, taxes, healthcare, and investments before the paychecks stop.
Retirement Planning02
Should You Pay Off Your Mortgage Before Retirement?
How to weigh the guaranteed interest savings against liquidity, taxes, portfolio withdrawals, and peace of mind.
Retirement Risk03
What If the Market Falls Just After You Retire?
How to prepare income, investments, and spending so a difficult start does not dictate your retirement lifestyle.
Retirement Income04
You’ve Saved for Retirement. Which Money Should You Spend First?
A coordinated approach to turning cash, brokerage, traditional IRA, and Roth accounts into a retirement paycheck.
Healthcare & Retirement05
What Will Healthcare Really Cost in Retirement?
Why a useful healthcare estimate begins with your coverage, doctors, prescriptions, tax return, family, and retirement life.
Social Security06
Could Your Social Security Check Be Bigger?
Five areas to review before filing, from your earnings record and claiming age to spousal and survivor benefits.
Hypothetical Case Study07
Can You Retire in Naples at 62 With $5 Million?
A hypothetical case study in replacing a paycheck, coordinating Social Security, and building a plan that can adjust as life changes.
Retirement Income08
Does the 4% Rule Work?
Why a simple withdrawal rate cannot account for the life you want, the taxes you will pay, or the changes the years may bring.
Social Security09
When Should You Begin Social Security?
Why the strongest claiming decision starts with the retirement life you want—not a universal age.
Tax & Retirement Planning10
Should You Convert Part of Your IRA to a Roth?
How to recognize a potential conversion window—and evaluate the effects on taxes, Medicare, Social Security, and the surviving spouse.
Survivor Planning11
The Widow’s Retirement Trap
What may change when one spouse dies—and how coordinated income, tax, Social Security, and estate planning can prepare the survivor.
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Bob Edwards, Chief Executive Officer and Chief Investment Officer, shares timely perspective on markets, the economy, and what may matter next for investors.
Fortune
The outlook for markets through year-end
August 2026 ↗
Barron’s
Why the S&P 500 could move higher
August 2026 ↗
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What advisors should watch in the CPI report
August 2026 ↗
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