Learn about the 3 costliest retirement mistakes from a 20+ year financial advisor, including real client examples and the Safe Bucket Blueprint solutions.
Read More
Discover why retirees with the most structure have the most freedom. Learn how the Safe Bucket Blueprint creates retirement security and flexibility through
Read More
The Dow crosses 45,000. Your brain whispers: "This has to be the top."
The market drops 15%. Your brain screams: "Get out before it gets worse!"
Different
This week, I had the privilege of appearing on WAFF 48's Alabama Living to discuss why the most "boring" retirement strategies often produce the best results...
Read More
Learn how to build your Safe Bucket, protect against sequence risk, and make the psychological transition from saver to spender. Complete implementation guide
Read More
Learn the complete Safe Bucket Blueprint™ methodology that transforms retirement savings into guaranteed paychecks. Systematic income planning for confident
Read More
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
Read More
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
Read More
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
Read More
What do you do when faced with a complex financial challenge?
Do you seek an immediate solution, or do you take the time to fully understand the issue before
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the
