Morningstar Update: The 4% Rule May Need Tweaking? Referencing annual research from Morningstar, Casey discusses how much retirees can sustainably withdraw from their investments each year. Morningstar cites a "safe starting withdrawal rate" as 3.9% for 2026. This...
The Stay NJ Program - part II - video 3 Changes to the Stay NJ Program The just proposed Fiscal Year 2027 budget presented by Governor Sherrill, contains several significant adjustments to the state’s property tax relief landscape, including changes to the ANCHOR...
Surprising Trends Beneath the S&P 500 So Far in 2026 While the S&P 500 index appeared relatively flat through the end of February 2026, we've seen some noticeable stock market volatility. In this video, Casey looks beneath the surface of the market to examine...
Social Security Earnings Test: 3 Sources Affecting Benefits If you’re considering claiming Social Security early, understanding the Social Security earnings test is critical. In this video, we discuss the social security earnings test, who it applies to, and what...
How Pension and Social Security Decisions Shape Retirement Guaranteed income sources can provide the foundation of any sound retirement income plan. Pension and Social Security decisions can create an income floor. But both (pension and social security decisions) are...
Should I Claim Social Security Early? When it comes to filing and when to claim Social Security, timing matters. In this video, we break down the facts around full retirement age, early Social Security benefits, and the long-term impact of claiming at 62 versus...
Should Executors Pay Estate Bills Right Away - or Wait? We highlight a critical, but often misunderstood aspect of estate administration: The risks of executors or administrators rushing to pay bills or distribute assets after a loved one passes away....
3 Ways IRMAA Can Impact Your Medicare Costs Medicare IRMAA surcharges can materially change retirement cash flow — often unintentionally. This video walks through how modified adjusted gross income (MAGI) drives Medicare Part B and Part D premiums, why more retirees...
5 Things About The Stay NJ Program New Jersey has introduced the Stay NJ program, a new property tax credit aimed at encouraging seniors to remain in the state during retirement. Effective in 2026, Stay NJ works alongside the existing ANCHOR and Senior Freeze programs...
Health Savings Accounts: 5 Things Worth Understanding https://www.youtube.com/watch?v=nNfKYFDkfZ4 Takeaways: HSAs offer pre-tax contributions, tax-free growth, and tax-free withdrawals for medical expenses Contribution limits in 2026 allow families 55+ to approach...
