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.
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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.
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A practical look at retirement savings targets for Scottsdale and Phoenix, including cost of living, healthcare, taxes, and a planning framework you can use this week.
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The 4% rule was built on 1990s assumptions. Here is how inflation, sequence risk, and today's yields change the conversation for retirees.
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Claim at 62, full retirement age, or 70? A clear framework for Scottsdale and Phoenix retirees on the math, the break-even, and the protection angle.
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Markets have opinions about elections. Your plan shouldn't. A framework for staying invested without ignoring real risk.
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Sequence-of-returns risk explained, and the principal-protection strategies Scottsdale retirees use to stay invested without losing sleep.
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The current RMD age, how to calculate, the 25% penalty for missing one, and the planning windows that matter most for Arizona retirees.
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