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The Silent Wealth Killer: How Inflation and Taxes Team Up Against Your Retirement Income
Learn how inflation and taxes can silently erode your retirement income—and what you can do to protect your purchasing power. Discover Roth conversion,...
Tax Planning
October 10, 2025
Arizona Retirement Math: What a $2 Million Nest Egg Actually Gets You in Chandler, Paradise Valley, and Beyond
If you’ve ever asked, “How much do I really need to retire comfortably here in Arizona?” If you’ve ever asked, “How much do...
Financial Planning
October 9, 2025
Am I Paying Too Much in Advisor and Investment Fees?
One of the most common responses I get from retirees is when I ask them if they know how much they’re paying in...
Investment Strategies
October 9, 2025
Can ChatGPT Be Your Retirement Planner?
AI tools like ChatGPT can explain Roth conversions, RMDs, and the 4% rule — but they can’t replace a fiduciary who understands your...
AI in Finance
October 5, 2025
Should I Consider an Annuity to Guarantee Retirement Income?
Annuities promise guaranteed lifetime income but the fine print often hides high fees, tax traps, and lost flexibility. As a flat-fee fiduciary, I...
Financial Planning
October 5, 2025
Retirement Planning Without Taxes: Why It Costs So Much (and How to Fix It)
Most retirees overpay thousands, sometimes hundreds of thousands in unnecessary taxes and fees, not because they made bad investment choices, but because their...
Financial Planning
October 5, 2025
Finding Your Safe Withdrawal Rate in Retirement
Discover how AI and Large Language Models are reshaping SEO strategies for the future....
Financial Planning
October 5, 2025