Income
Wrong, but useful
The difference between an accurate plan and a useful one
August 2026
What your retirement income plan should tell you
Most simply tell you the odds
May 2026
First-class inflation
A stamp went from 10 cents to 82. What 50 years of postage say about your retirement.
April 2026
What widows need to know about Social Security
Survivor benefits, timing, and what not to do
January 2026
When should I take Social Security?
It’s much more than a math problem
October 2025
Social Security Planning for Women
A guide to Social Security and its role in your retirement plan
Does a QLAC belong in your retirement plan?
Introducing a tool that can help you defer your RMDs and provide income later in life
July 2025
How much can I spend if I retire at 62 with $3 million
It’s not just about math. It’s about tradeoffs, timing, and how you want to live
The two most important numbers in your retirement plan
And why knowing them can bring you peace of mind
May 2025
But what if we have another Great Depression?
Model the past to have more confidence in the future
April 2025
Is your retirement income plan resilient?
You want reliable retirement income no matter what
Control+Z
When it comes to your money, some things are easy to undo. Others, not so much...