Dec 19, 2022
Nate discusses the new Social Security COLA, some end of year IRA planning, and some thoughts around what needs to happen to lower inflation and set 2023 back on track.
Nov 21, 2022
Nate discusses some myths surrounding annuities and attempts to shine more of a balanced explanation of when they could be a useful tool during retirement.
Oct 10, 2022
Nate discusses the recent student loan forgiveness and what that could mean for your retirement.
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Sep 5, 2022
Nate discusses 5 specific tax strategies to help retirees lower their overall lifetime tax liability, and gives examples of combining strategies to make an even bigger impact on your tax bottom line.