Key Takeaways Understanding Longevity Risk in Retirement Living longer is undoubtedly something to celebrate. However, increased longevity brings a significant financial challenge: the possibility of outliving your retirement savings. Known as longevity risk, this retirement planning challenge is a growingREAD MORE
Author: Blankinship & Foster
Growing your family is one of life’s most joyful milestones. But between medical or legal expenses, new family necessities, childcare costs, and potential income changes, it can also create financial challenges. To help with these costs, new parents can withdrawREAD MORE
Key Takeaways What Is a Mega Backdoor Roth? A mega backdoor Roth is an advanced retirement planning strategy that allows high-income earners to contribute after-tax dollars to their 401(k) plan and then convert those funds to a Roth IRA orREAD MORE
The devastating wildfires in the Los Angeles area earlier this year destroyed thousands of properties and burned tens of thousands of acres. Wildfire disasters like these have accelerated California’s insurance crisis, as major carriers continue to limit their risk exposureREAD MORE
Do you envision a California retirement? Whether you’re already a resident or plan to move to the area, there are a few things to consider now to enjoy a comfortable retirement. While a popular retirement destination, a primary concern forREAD MORE