Retirement Planning
‘Do We Have Enough?’ How This Couple Knew When to Retire
Leslie and Thomas Martin stress-tested their portfolio and gained the confidence to retire with a personalized financial strategy.
Articles by Scott Staton
Retirement Savings and Investments
James Choi’s Formula: How Much Should You Invest in Stocks?
James Choi’s investing model suggests your stock allocation should depend on income, savings, and future earnings, not just age.
Retirement Savings and Investments
Roth Conversions: How They Work and When to Do One
Roth conversions move pretax retirement savings into a tax-free Roth account. You pay taxes now to avoid them later. Here’s when it’s worth it.
Reverse Mortgages
Reverse Mortgage Calculator: How Much Could You Get?
See how much you could get from a reverse mortgage based on your age and home value, without personal information.
Retirement Savings and Investments
Portfolio Diversification: How to Measure What You Own
Most retirement portfolios look diversified by account. What they hold across all accounts is a different question. Here’s how to check.
Retirement Savings and Investments
Should You Invest in Crypto for Retirement?
Most advisors who allow crypto cap it at 1% to 5% of a portfolio. See how volatility, RMDs, and estate risk shape the right amount.
