5 Retirement Planning Mistakes Pre-Retirees Make (and How to Avoid Them)

5 Retirement Planning Mistakes Pre-Retirees Make (and How to Avoid Them)

5 Retirement Planning Mistakes Pre-Retirees Make (and How to Avoid Them)Ted Foster
Published on: 01/26/2026

Avoid costly retirement mistakes. Learn the 5 most common pitfalls pre-retirees make and how to protect your nest egg for a secure future.

Retirement
The Retirement Red Zone: Protecting Your Money in the 5 Years Before and After Retirement

The Retirement Red Zone: Protecting Your Money in the 5 Years Before and After Retirement

The Retirement Red Zone: Protecting Your Money in the 5 Years Before and After RetirementTed Foster
Published on: 12/22/2025

Learn why the “Retirement Red Zone” is the most financially vulnerable period of your life- and how to protect your savings from market loss, taxes, and timing risk.

Retirement
Fixed Indexed Annuity Pros and Cons: Is the FIA the Right Hybrid for Your Retirement?

Fixed Indexed Annuity Pros and Cons: Is the FIA the Right Hybrid for Your Retirement?

Fixed Indexed Annuity Pros and Cons: Is the FIA the Right Hybrid for Your Retirement?Connor Luevano
Published on: 12/09/2025

For many pre-retirees, the primary anxiety is finding the right balance: the security of guaranteed principal protection combined with the necessity of growth to keep pace with inflation

RetirementSocial Security
Retire with More: Why Annuities Can Safely Beat the 4% Rule and Maximize Your Paycheck

Retire with More: Why Annuities Can Safely Beat the 4% Rule and Maximize Your Paycheck

Retire with More: Why Annuities Can Safely Beat the 4% Rule and Maximize Your PaycheckConnor Luevano
Published on: 12/09/2025

For decades, the standard wisdom for retirement withdrawals has been the 4% Rule. While simple, the 4% Rule has significant weaknesses in today's environment...

Retirement
Immediate vs. Deferred Annuities: Which Path is Right for Your Retirement Income?

Immediate vs. Deferred Annuities: Which Path is Right for Your Retirement Income?

Immediate vs. Deferred Annuities: Which Path is Right for Your Retirement Income?Connor Luevano
Published on: 12/09/2025

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Retirement
“Will I Run Out of Money in Retirement?” The 3 Key Variables

“Will I Run Out of Money in Retirement?” The 3 Key Variables

“Will I Run Out of Money in Retirement?” The 3 Key VariablesMoritz Loehr
Published on: 12/09/2025

Worried about outliving your savings? We break down the three biggest risks to your retirement—longevity, inflation, and volatility—and show you exactly how to stress-test your plan against them.

Retirement