Derek Jones 12/8/25 Derek Jones 12/8/25

Can You Retire with $330k, an IUL, and Over $100k in Debt?

How should you approach retirement when you have modest savings, an IUL, and six-figure debt? Here’s how to think through your options.

Drew Lunt 11/26/25 Drew Lunt 11/26/25

Should You Use a RMD to Pay Down Your Mortgage?

When does it make sense to apply your RMD toward your mortgage? Here’s how to think through the decision.

Drew Lunt 11/21/25 Drew Lunt 11/21/25

How do you know if you can live off your investment portfolio? We explain what this truly means and how to know when it’s possible for you.

Drew Lunt 10/9/25 Drew Lunt 10/9/25

Downsizing years before retirement helps you adapt to lower costs, free up equity, reduce stress, and create flexibility for a sustainable lifestyle.

Drew Lunt 10/3/25 Drew Lunt 10/3/25

Some changes are kicking in for the 2025 tax year, and financial experts recommend being proactive now to strengthen your financial position.