Articles on the decade where the decisions cluster — sequence risk, healthcare timing, Social Security, and the question of when "more years" stops being prudent.
If you're 55–62 and starting to ask "do I have enough," the answer isn't a target number. It's a stress test against the three things that actually break retirements: sequence risk, healthcare timing, and Social Security claiming.
Read articleThe pre-retiree trap I see most often in Austin: pushing the date out one more year, then one more. Sometimes that's right. Sometimes it's avoidance dressed up as prudence. Here's how to tell the difference.
Read articleCory walks through the 10-year rule, the eligible-designated-beneficiary exception, and the tax math underneath both.
Read at MWWMValuations are stretched, the Fed is on hold, and the dollar is weakening. Cory on the firm's positioning into Q2.
Read at MWWM30 minutes with a fiduciary advisor.† No cost. No pressure. Just an honest conversation about your money.