The Retiree’s Puzzle: Why Your Pension, Social Security, and Investments Need to Be One Decision, Not Four
By: Andrew Hall Published on: 11/30/2025Your pension, Social Security, and investments need to be one decision, not four. An integrated approach can unlock tens of thousands in additional, tax-optimized income.
Why Your Financial Advisor's Tax Blindness Is Costing You Millions
By: Andrew Hall Published on: 10/27/2025Most financial advisors are investment experts but tax amateurs.I know that sounds harsh. But if they're not also a CPA, they're flying blind on the biggest wealth destroyer of all: taxes.
The $2.8 Million Sequence of Returns Mistake (And Why Order Matters More Than Performance)
By: Andrew Hall Published on: 10/17/2025We've been conditioned to believe that average returns are what matter. "The market averages 7% over the long term," they say. "Just stay invested and you'll be fine." But here's the plot twist that could cost you millions.
The Quality vs. Quantity Retirement Myth (And Why It's Costing You Millions)
By: Andrew Hall Published on: 10/06/2025We've been conditioned to believe that retirement success is all about accumulating as much money as possible. Bigger number equals better retirement, right?
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