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Retirement Planning

Safe withdrawal rate

What Is a Safe Withdrawal Rate in Retirement?

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By Ron Bullis, CEO & Marcus Griffin CFA®
4% rule

The 4% Rule: What It Was Designed to Do, When It Fails, and What to Do Instead

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By Ron Bullis, CEO & Alexandra Kennedy, CFP®
Social Security

When to Take Social Security: Why the Right Answer Is Rarely ‘Wait Until 70’

The standard break-even math for Social Security ignores a critical variable. Learn what opportunity cost reveals about when to claim benefits.
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By Ron Bullis, CEO & Michael Demkiw
pension lump sum vs. annuity

Pension Lump Sum vs. Annuity: How to Make the Right Choice

The pension lump sum vs. annuity decision is permanent in most plans. Learn the break-even framework, key factors, and what actually tips the scale.
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By Alexandra Kennedy, CFP® & Ron Bullis, CEO
Purposeful retirement

Purposeful Retirement: Are You Retiring FROM Something or TO Something?

How values-based financial planning transforms retirement from an identity crisis into a meaningful life transition. Read how to build a purposeful retirement.
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By Ron Bullis, CEO
retirement risk

What Are the Biggest Retirement Risks?

Most retirees think retirement risk means market volatility. The real risk is whether your assets can fund your life for 30 years. Here's how to think about it.
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By Ron Bullis, CEO & Chris Bowman, CFP®
retirement paycheck

How to Create a Retirement Paycheck: Turning Assets Into Income

Learn how to turn savings into a reliable retirement paycheck using the three-bucket framework and your income gap calculation.
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By Todd Smith, CFP®, ChFC®, CTM®, CLTC® & Ron Bullis, CEO
fee-based vs. fee-only financial planning

Fee-Only vs. Fee-Based Financial Advisor: Why the Difference Matters

Learn the real difference between fee-only and fee-based advisors, how 12b-1 fees work, and how to verify any advisor's compensation structure.
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By Kurt VanDyken & Ron Bullis, CEO

What a Retirement Income Expert Refused to Talk About

A retirement income researcher chose to discuss lifestyle over money. What Christine Benz’s interviews reveal about the pillars that matter most.
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By Lifeworks Advisors

The Missing Piece in Most Retirement Plans

Financial readiness and life readiness are two different things. Research suggests that retiring with purpose may matter as much as retiring with savings.
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By Lifeworks Advisors