Investing & TaxesLifestyle & Health10 Min Read cjcagleonJune 25, 2024Include Financial Simplicity in Your Retirement Plan The older I get, the more critical simplification becomes to my wife and me, especially with our finances. You don’t need me to tell you… Read More
AnnuitiesIncomeInvesting & TaxesPortfolio13 Min Read cjcagleonJune 4, 2024I’m Not as Reluctant Toward Annuities, But I’m Still Not Sure I Need One In the previous article, I alluded to my “safe withdrawal rate” (SWR) portfolio strategy, which I described as “strategic… Read More