The Return on Your Life Is the Only Return That Matters
By: Andrew Hall Published on: 06/20/2025When most people think about retirement, their first instinct is to check the balance sheet. But here’s a truth that most financial advisors overlook: The return on your life matters more than the return on your investments.
Control, Certainty, and Cashflow in Retirement
By: Andrew Hall Published on: 06/14/2025The traditional 60:40 strategy hands your life savings over to fund managers, whose job is to draw fees while you draw down your principal… hoping the market continues to grow. That’s not a plan. That’s a gamble.
The Real Reason Your Retirement Feels Disconnected
By: Andrew Hall Published on: 06/08/2025An investment account here. A life insurance policy there. A pension strategy. A tax-saving tactic. Each one might make sense on its own—but they rarely work together as a system. And that’s where the problems start.
SECURE Act Exposed: Uncle Sam’s Plan to Profit from Your Savings
By: Andrew Hall Published on: 06/01/2025The Secure Act can cost wealthy retirees thousands of dollars. Learn how to protect and maintain control of your retirement savings
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