Why You Still Need a Will—Even If You’re Retired
You’ve saved, invested, and strategized your way to a secure retirement. But what happens next? If you’ve already mapped out your Social Security...
Quarles and Herring of Financial Longevity Advisory
Brent Meyer, Founder of SafeMoney.com, sits down with Michael Quarles and Heather Herring, principals at Financial Longevity Advisory LLC, to...
From Retirement Ready to Legacy Ready: What Comes Next?
You’ve spent July getting your retirement strategy on track—securing income, timing your Social Security, and accounting for inflation and...
What’s Your Retirement Goal—and Are You on Track?
Retirement isn’t just a number or an age—it’s a destination. The question is: Where are you headed, and are you on the right path to get there?...
How Inflation Quietly Erodes Your Retirement Income
Inflation: The Silent Threat to Retirement Security Most retirees think about market risk, healthcare costs, and outliving their savings. But...
Peace of Mind in Retirement Starts With a Plan
What Does Retirement Really Mean to You? For some, it’s mornings without an alarm clock. For others, it’s travel, family, hobbies—or simply...
Avoiding Retirement Surprises Most People Miss
Retirement Isn’t a Set-It-and-Forget-It Plan You’ve worked hard, saved diligently, and maybe even built a retirement income plan. But even...
How Social Security Timing Impacts Retirement Income
Social Security Is More Than Just a Check—It’s a Strategy In 2025, Social Security remains one of the most important pillars of retirement income....
Smart Tax Moves That Boost Retirement Income Longevity
Taxes Don’t Retire When You Do—Make a Smarter Plan Many retirees expect their taxes to decrease after leaving the workforce. But in reality,...
Spotlight Series Interview with Paul R. Lowe
Brent Meyer, Founder of SafeMoney.com, sits down with Paul R. Lowe, founder of TriMark3 Insurance, to discuss his relationship-based,...
Avoiding Market Risks in Retirement: Why It Matters
Market Volatility Can Derail Your Retirement—Here’s How to Stay on Track You’ve spent decades saving and investing—but one market crash at the...
How to Create a Retirement Paycheck That Lasts
Turn Your Savings Into a Steady Retirement Paycheck You’ve spent your entire career earning a paycheck. But in retirement, there’s no employer...
How to Fill the Gaps in Your Retirement Income Plan
You’ve saved. You’ve planned. But one of the biggest retirement risks could still be hiding in your numbers: An income gap. This gap is the...
Guardian Investment Advisors: Plan with Purpose
Brent Meyer, Founder of SafeMoney.com, sits down with the team at Guardian Investment Advisors to explore their comprehensive, education-first...
Is Your Retirement Plan Ready for the Real World?
Preparing for retirement isn’t just about saving—it’s about being ready. July marks Retirement Readiness Month, a perfect time to check in on your...
Featured Blogs
- The Hidden Link Between Health Costs and Retirement Security
- Tootsie Tuesday Starts Nov. 4—Stay Tuned!
- Keeping Your Financial Plan on Track After Retirement
- Medicare Open Enrollment Starts Today: What You Need to Know
- Protect What You’ve Built: Managing Risk in Retirement
- Turning Savings Into Income: Your Lifetime Paycheck Plan
- The Cost of Waiting: Don’t Delay Your Financial Plan
- How to Calculate Your Retirement Income Gap (Why It Matters)
- October Is National Financial Planning Awareness Month
- The Great Wealth Transfer: Baby Boomers Passing Trillions
- Permanent vs. Term Life Insurance: What’s the Difference?
- One Big Beautiful Bill: What Retirees Need to Know
- The Role of Life Insurance in a Comprehensive Retirement
- IUL Insurance Explained: Pros, Cons, and Misconceptions
- The Role of Life Insurance in Estate Planning
- Tax Advantages of Life Insurance You May Not Know
- Using Life Insurance to Protect Retirement Income
- Life Insurance vs. Annuities: Key Differences Explained
- How Much Life Insurance Do You Really Need?
- 5 Life Insurance Myths That Could Cost Your Family
- Life Insurance Awareness Month: Why It Matters in 2025
- What to Do After You’ve Made Your Will or Trust
- Passing Down More Than Money: Letters & Legacy Planning
- The Hidden Risks of DIY Wills and How to Avoid Them
- TOD, POD & Beneficiaries: Tools to Avoid Probate
- Probate Explained: What It Is and How to Avoid It
- Naming Beneficiaries: The Hidden Danger of Getting It Wrong
- Spotlight Series: Michael Dinich of Your Money Matters, Inc.
- Wills vs. Trusts: Do You Need One, the Other—or Both?
- What Really Happens If You Die Without a Will in Place?
- Why You Still Need a Will—Even If You’re Retired
- Quarles and Herring of Financial Longevity Advisory
- From Retirement Ready to Legacy Ready: What Comes Next?
- What’s Your Retirement Goal—and Are You on Track?
- How Inflation Quietly Erodes Your Retirement Income
- Peace of Mind in Retirement Starts With a Plan
- Avoiding Retirement Surprises Most People Miss
- How Social Security Timing Impacts Retirement Income
- Smart Tax Moves That Boost Retirement Income Longevity
- Spotlight Series Interview with Paul R. Lowe
- Avoiding Market Risks in Retirement: Why It Matters
- How to Create a Retirement Paycheck That Lasts
- How to Fill the Gaps in Your Retirement Income Plan
- Guardian Investment Advisors: Plan with Purpose
- Is Your Retirement Plan Ready for the Real World?
- A Holistic Retirement Strategy with Marlene Woodyard
- 3 Retirement Mistakes That Can Still Be Fixed in 2025
- The Power of Zero: Protecting Retirement from Losses
- What Happens If You Outlive Your Retirement Savings?