Mistake #6: Not Updating Your Spending Plan Over Time
A fixed retirement spending plan can cause problems over time. Learn why regularly updating your plan helps you enjoy retirement with more confidence and flexibility.
How Capital Gains Impact Your Retirement Taxes
Discover how capital gains affect taxes in retirement and learn strategies to manage your withdrawals, Social Security, and Medicare premiums more effectively.
Mistake #5: Overlooking How Income Affects Medicare Premiums
Learn how income affects your Medicare premiums in retirement and how smart planning can help you avoid costly IRMAA surcharges.
What’s the Right Mix of Taxable, Tax-Deferred, and Tax-Free Accounts in Retirement?
Learn how balancing taxable, tax-deferred, and tax-free retirement accounts can help you manage income, taxes, and spending flexibility.
Mistake #4: Ignoring Inflation’s Long-Term Impact on Your Spending
Learn why inflation matters in retirement and how to build a plan that protects your spending power for the next 20–30 years—not just today.
Mistake #3: Failing to Build Flexibility Into Your Retirement Plan
Discover why flexibility is critical in retirement planning and how to build a plan that adjusts with your life and the market—without derailing your income.