Insuring Your Retirement

Helping high-income households insure retirement.
We break down complicated ideas into useful information and actionable plans.

February 2021

Market highlights

Overall, February was a very positive month for the markets as all the major...

Capital Gains vs. Dividends

Not all returns are created equal, especially in the eyes of the government. While you may...

January 2021

Market highlights

The first month of the new year saw markets testing new all-time highs, but...

Was GameStop a Good Play?

The Little Guys Take on Big Hedge Funds With the Help of Reddit

The returns from what’s...

2020 - Market Review

During the fourth quarter of 2020, the US economy continued to recover from the ‘black swan’...

8 Retirement Accounts You Should Know

 
Most of us know it’s important to contribute to a retirement plan, but many people struggle...

The Retirement Challenge for High Income Earners

Why Traditional Planning Won’t Work & How to Fix It

The main issue you face is your ability to...

December 2020

Market highlights

December did not disappoint as the “Santa Claus rally” pushed domestic market...

November 2020

Market highlights

Domestic markets jumped skyward at the end of November, a rare feature for...

October 2020

Market highlights

Equity markets had a fall-off during October during the pandemic’s eighth...