Insights
Informational articles for retirees and pre-retirees in Scottsdale, Phoenix, and the greater Maricopa County area. No jargon, no pressure — just the questions we get asked most.
Subscribe via RSS
With interest rates near multi-decade highs, both bond ladders and annuities are back in the conversation. Here is a plain-English comparison for Scottsdale retirees.
Read article
In-home care, assisted living, and memory care costs in the Phoenix area — plus the three most common ways Scottsdale families fund them.
Read article
The 4% rule was built on 1990s assumptions. Here is how inflation, sequence risk, and today's yields change the conversation for retirees.
Read article
Markets have opinions about elections. Your plan shouldn't. A framework for staying invested without ignoring real risk.
Read articleCategory
Topics
