Go2Income
Retirement

Has Bad Economic News in 2022 Hurt Your Retirement Plans?

How the right plan now can get you back on track and reduce the risk going forward.

July 6, 2022 Read More
Retirement Planning

For Sustainable Retirement Income, You Need These 5 Building Blocks

Combining elements that you understand is the smartest way to create a secure retirement.

June 9, 2022 Read More
Retirement Planning

Choppy Market Impacting Your Retirement Income Plan?

Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections.

April 25, 2022 Read More
Annuities

Fed Is Raising Interest Rates. How Do Retirees Benefit?

Some sectors of the population may feel the pain of interest rate hikes, while current retirees, and those near retirement, could actually benefit.

April 6, 2022 Read More
Annuities

Annuity Payments Don’t Make Your Retirement: They Make It Better

Answers to frequently asked questions about how annuities work, what they can do for retirees, how they are taxed and how inflation affects them.

February 25, 2022 Read More
Retirement Planning

How to Turn Your Retirement Savings into Retirement Income

Your retirement income plan starts here with a primer on Income Allocation planning, my method of creating a reliable stream of income big enough and steady enough to last you through retirement.

November 20, 2020 Read More
Income Allocation

What’s Your Retirement Number? Don’t Just Go By The 4% Rule

Numbers necessarily rule our retirement decisions, and we usually have questions about them. At what age will we stop working full time? How long of a retirement should we plan for? What do today’s low interest rates mean to our future income? Can we count on a reasonable dividend yield from our stock portfolio? What percentage of our income should be guaranteed for life, like Social Security, pension income and annuity payments?

October 4, 2021 Read More
Retirement Tax Rate

How to lower your retirement tax rate to less than 10%

The traditional thinking is that retirees should keep their taxes as low as possible and invest much of their savings in investments like tax-free municipal bonds. If you are wealthy and your average tax rate is, say, 25% or higher, that strategy might make sense.

May 29, 2019 Read More
Retirement Plan

Factoring Inflation Into Your Retirement Plan

Right now, inflation is top of mind for everyone, including retirees. Inflation is important. But it is only one of the risks that retirees have to plan for and manage. And like the other risks, you can build a plan so that rising costs (both actual and feared) do not ruin your retirement plan.

December 3, 2021 Read More
Income Allocation

Prepare For Detours in the Market: Manage Your Plan in Real-time

Going through the process of creating an income plan for your retirement does not mean you are done when the numbers on paper meet your immediate expectations. A successful plan depends on regular analysis and adjustments. Both might be required either because your goals change, or the world shifts.

December 10, 2019 Read More