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How Do I Take Withdrawals in Retirement? Method #1

Retirement SavingsBy Kristi Sullivan

In last week’s blog, I introduced some thoughts and methods of tapping into your savings to create a retirement paycheck.  This week, we will look at the Method #1.  This is the first method just because it’s kind of the…

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How Do I Take Withdrawals in Retirement? An Introduction

Investment Education, Retirement SavingsBy Kristi Sullivan

Retirement in America is not for wimps.  For most people, gone are the days when you hang up your tools one day and then go home to a steady pension for the rest of your life.   Nowadays, we must…

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WTF (What the Finance) is the Fiduciary Rule?

Ask the AdvisorBy Kristi Sullivan

This blog is thanks to an alert reader who asked me the question about why all financial planners are not required to be fiduciaries.  I’m ALWAYS looking for blog topics, so please e-mail me your questions! First, what is a…

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Guest spotlight! Interview with Ladicia Grosch

Financial EducationBy Kristi Sullivan

This week I’m thrilled to share the expertise about life insurance of Ladicia Grosch, COO and Principal of Bridge Life, LLC.    Ladicia partnered in creating Bridge Life in 2012.  She has worked in the wealth transfer and life insurance industry…

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WTF (What the Finance) is IRMAA?

Financial EducationBy Kristi Sullivan

For those of you reading this to learn more about the Queen of Soul, Irma Thomas, get used to disappointment. If, however, you are hoping for a riveting read about Medicare premiums, you are in luck! IRMAA stands for Income-Related…

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To RMD or Not to RMD…

Financial Education, Retirement SavingsBy Kristi Sullivan

…in the first year?  That is a question.  Not THE question – surely there are more important questions in life.  But, with the new SECURE Act 2.0 moving the Required Minimum Distribution start date out yet another year, that old…

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