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Safe Withdrawal Rates for Every Investment Horizon, From 3 to 50 YearsThis article draws heavily on Bill Bengen’s new groundbreaking safe withdrawal rate research and references…

New beneficiaries shopping for coverage after enrolling in Medicare Part A and Part B have many questions. Here is one that I get frequently.What is the…

Many people believe they are moving to state tax havens, but they really are not. That often is the case with people who move in retirement.…

For decades, studies, surveys, and near sermons have declared that America is not ‘retirement-ready.’ Financial firms, policymakers, and researchers (including this one) have spent years preaching…

According to the latest figures from the Census Bureau, 15.8 million people—some 6.1% of the adult American population—are Veterans. Almost half are aged 65 and over…

The U.S. government shutdown has begun to affect an area many Americans take for granted: Social Security benefits. Yesterday, the government failed to release a critical…

The recent deaths of actor Gene Hackman and his wife Betsy Arakawa highlighted the differences between the two primary tools for passing on the bulk of…

Retirement is not just a financial milestone; it is the chapter where years of saving should translate into vitality, presence and independence. Hopefully, it will also…

The Open Enrollment Period for 2026 Medicare is Oct. 15 – Dec. 7. As was the case last year, expect to find significant changes in the…

Firm: Alaska Wealth Advisors Name: Dave Valdez Location: Anchorage, AK Team Custodied Assets: $934 million Background: Anchorage native Dave Valdez immigrated to the United States with…