News from Mike

How to Retire and Aim for the Same Standard of Living

I recently read an article that said retirees need 70% or more of their pre-retirement income to feel confident and enjoy their retirement years. Unfortunately, only about 25% of Americans are at that level, and many see a decline in their standard of living in retirement.   What can you do to better your situation…

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Stop Making The Same Retirement Mistake

This retirement strategy works great when the market cooperates, but can be disastrous when the market drops.

Watch this week’s Ask an Advisor, where Mike explains why you need stop making the same retirement mistake.

Why You Need to Update Your Plan

Is your current advisor talking to you about your tax future? Your health? RMDs? Is your advisor claiming that you’re all good and set for retirement, but you still have this questions?

Tune into this week’s episode of Retirement Today, where Mike explains why might need to update your retirement plan for 2022.

Warren Buffett Hates This Retirement Strategy

Many people rely on dividends for income. Going into retirement, this can be a disastrous idea.

Watch this week’s episode of Ask an Advisor, where Mike explains why he, and Warren Buffett, advise against using dividends for your retirement income.

When to Take Social Security

Social security is a meaningful part of a lot of folks’ retirement funds. However, there can be a lot of questions on when to take it.

Tune into this week’s episode of Retirement Today, where Mike explains when to take social security, and the impacts that might have.

How to Reduce Social Security Tax

There are many factors that influence how your social security income impacts your taxes. But there are also ways to reduce these impacts.

Watch Michael Reese explain how to reduce social security tax on this week’s episode of Ask an Advisor.

Is Retirement Tax Free?

Tax planning in retirement is a critical area for everyone, yet it is typically not on the forefront of everyone’s mind.

Tune into this week’s episode of Mike on Money, where Mike discusses ‘Is Retirement Tax Free?’

Retirement Health Care Options

Health care is a major concern while entering into retirement. There’s so many variables that you have no control over. However, there are ways to protect yourself form having to dump all of your savings into health care.

In this week’s episode of Mike on Money, Mike discusses Retirement Health Care Options.

What is Retirement Risk?

When you consider the fact that your retirement savings might have to last you around 30 years, you must consider all the potential risks to your finances.

Tune into this week’s episode of Mike on Money, where Mike and Zach highlight an article that dives into the potential risks to your retirement.

How This Couple Retired with Confidence

You’ve heard of the three bears of Goldilocks fame? Get ready for the three bears of retirement. Very different bears.

This week’s episode of Mike on Money is a story that helps to address the biggest financial fear in entering retirement.

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