Helping One Million People Retire with Financial Security Supported by The Yields for You ETFs: YFYA and RSMV

Book Appointment

Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

 
Look Poor. Retire Rich. The Retirement Tax Hack Nobody Talks About. retirement advice retirement planning roth conversion tax strategies Jun 03, 2025

When most people think of retirement, they imagine beach vacations, spoiling the grandkids, and finally having time to enjoy life. But what if the secret to achieving that dream lies in looking poor o...

Continue Reading...
 
Is Your Retirement Portfolio Too Complicated? diversification retirement planning retirement strategies smart investing wealth management May 20, 2025

Diversification or Diworsification? What Every Retiree Needs to Know About Their Portfolio

When it comes to retirement planning, most of us have heard that diversification is key. Spread your investm...

Continue Reading...
 
Is Your Social Security at Risk? What $2 Trillion in Cuts Could Mean for You! diversification doge medicare retirement planning social security May 13, 2025

What Pre-Retirees Need to Know About Government Spending Cuts

If you're in your 50s and planning your retirement, there's a good chance you've heard the recent buzz about major federal spending cuts....

Continue Reading...
 
Should You Invest in Gold ETFs for Retirement? Here’s What You Need to Know financial planning gold goldefts retirement advice retirement planning Apr 29, 2025

When markets get shaky or headlines start shouting about inflation, it's no surprise that gold starts shining again in the eyes of investors—especially those nearing retirement. But is buying gold or ...

Continue Reading...
 
Are Crypto ETFs Your Retirement Friend or Foe? crypto derisking efts retirement planning smart investing Apr 22, 2025

Crypto EFTs Unveiled

The financial world is buzzing with excitement over crypto ETFs and alternative investments making their way into retirement accounts. As these once-restricted investment vehicle...

Continue Reading...
 
The 4% Rule 4% rule financial planning retirement planning retirement strategies Apr 01, 2025

Is the 4% Rule Still Relevant for Modern Retirees?

For years, the 4% rule has been a cornerstone of retirement planning. The concept is simple: retirees can safely withdraw 4% of their portfolio annu...

Continue Reading...
 
Roth Conversions During Market Corrections financial planning market correction retirement planning roth conversion Mar 25, 2025

Introduction

Market volatility can be unsettling, especially when it impacts your retirement portfolio. However, smart investors know that even in turbulent times, there are opportunities to strength...

Continue Reading...
 
Which Accounts to Spend Down First retirement accounts retirement advice retirement planning roth conversion taxes Mar 04, 2025

One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...

Continue Reading...
 
Planning Beyond Social Security financial planning retirement advice retirement planning social security Feb 25, 2025

Is Social Security Secure? What You Need to Know

For decades, Social Security has been a cornerstone of retirement planning. But as headlines warn about its future, many retirees and those approachin...

Continue Reading...
 
3 Steps to Protect Your Portfolio in Uncertain Times recession retirement planning retirement strategies roth conversion taxes Feb 18, 2025

Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...

Continue Reading...
 
The Truth About Trade Wars and Your Retirement Savings—Are You at Risk? diversification economics retirement retirement planning savings tax implications Feb 11, 2025

In an era of increasing global trade tensions, retirees and those nearing retirement must stay informed about how economic policies can affect their financial well-being. Trade wars—conflicts between ...

Continue Reading...
 
Tax Saving Moves 2025 financial planning investments retirement advice retirement planning tax loss harvesting Feb 04, 2025

Maximize Your Tax Savings in 2025: Key Moves for Retirees

It is 2025 and the Tax Cuts and Jobs Act (TCJA) is about to expire. For retirees, this pivotal year marks a critical time to review your tax ...

Continue Reading...
1 2
THE PROSPERITY NEWSLETTER

Want Helpful Finance Tips Every Week?

Lorem ipsum dolor sit amet, metus at rhoncus dapibus, habitasse vitae cubilia.

You're safe with me. I'll never spam you or sell your contact info.