Financial Guidance That Brings Clarity

John Simkins explores the important shift in retirement planning from accumulation to decumulation.

Zak Drescher explores key investments in your physical, mental, and financial health that can shape a vibrant and fulfilling life beyond traditional retirement years.

Navigating the complexities of Medicaid Spenddown, John Simkins shares his insights from a recent meeting with an elder law attorney.

Lee Shertzer shares several key aspects that can help you determine whether you’re financially ready to retire

John Simkins sits down with Conrad Kanagy to explore retirement and shares his expertise as a financial advisor on Conrad’s podcast: Growing OId at Mid-Life–Discovering Hope, Health, and Wholeness.

Tax Planning is important even after you finish working. John Simkins outlines helpful strategies to consider in retirement.

W. Lee Shertzer revisits a timeless book that sparks productive conversations between adult children and their aging parents

Thomas Talbott continues his Grinch series on inflation by suggesting five steps to help you combat inflation without derailing your future.

As inflation persists, Thomas Talbott begins a series on protecting yourself from “the Grinch.”

Considering your options for retirement? See how retirement communities compare to other living options, including home care.