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Its one of the main reasons people leave their financial advisor. What is it?

What is rebalancing a portfolio and is it necessary?

You need to take advantage of good years in the market to weather the bad years. Why should you pull back your market exposure now?

A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?

While the account balance in your 401(k) or IRA looks good, it's not the real number you will bring to retirement.

So it's not your thing to keep up with the latest changes in the tax laws? That's ok, Bruce is, and it could help your retirement planning.

If women statistically live longer than men, should they have their own portfolio with a higher risk level so their money will last longer?

When asked, “what is your biggest fear about retirement?”, the #1 answer has been the same for many years. But this year, it's different.

The markets tend to be rocky in the fall, but all the talk of tax hikes may add another layer of uncertainty. Will a market correction damage your retirement lifestyle? Time to do something about it.

Look at how much you have saved. Now imagine your tax bill as that same number. It's true for many people. Is there something you can do about it?

Here it comes. The plan to pay for all the stimulus spending is taking shape. How long before they come for your retirement money?

When should you start to dip into your 401(k)? Many people are using Uncle Sam's guidelines when they don't need to.

There is a point where investors get to in a falling market where they panic and sell everything. How do you determine your "freak-out" factor, and how do you avoid reaching it?

If you want to move towards a “tax free” retirement, how long before you retire should that process begin?

More and more, people in their 60s have looked at the new reality of the workplace OR have found new freedom by working at home. They are now asking, “Can I retire early?”

When do you need financial help? Is it an age? Is it an amount of money? There is an uneasiness right now that could be your cue to see an advisor.

Schwab did a nationwide survey asking, “Where do you need financial help?”

An article in "Market Watch" says that converting your 401(k) money over to a Roth isn't worth it. Bruce says, “Run the numbers.”

What are the unknowns in your financial life that you are looking to solve? See if they are the same things on our list.

President Biden wants to invest 80 billion dollars in the IRS to beef up their ability to audit and collect taxes. What kind of investment will you make to keep your retirement money?

Why is this the most challenging era ever to plan for retirement?

Could the money you send down to your heirs be taxed at 83 percent? That's a new proposal in Congress!

There is a proposal to bring the capital gains tax up to your income tax bracket. What would that do to you in retirement?

When your doctor puts you through a stress test, they are looking for failure points. You can do the same with your retirement plan.

Many advisors have a set menu of tools you can use for retirement planning. What if you could order off the menu?

The market is up, and so are the number of new ideas for taxes. Coincidence?

Are you a bargain shopper? Are you always looking for a discount? There are savings to be had in retirement planning, if you know where to look.

There is an incredible amount of new money pouring into stocks. Should that concern us?

A study was done about what the Super Wealthy view as important regarding their money. It might surprise you.

One survey says Americans lose 307 billion dollars a year because of things they don’t know. Are you missing something in your retirement planning?

The 401(k) and the IRA each have their advantages and disadvantages. Let’s put them head to head.

Is your retirement account and its success connected to the market? Is there a need for some diversification?

Is your financial plan built to stand the test of time? Bruce Smith has evaluated many plans at many stages of life. What did he find?

How do you know what time to pull money off the table without being a market timer?

Are you so afraid of losing money that it’s hurting your chances of retirement success? Is there a middle road between too conservative and too risky?

They’ve already taxed your paycheck for Social Security. Can they tax you again? The answer is YES!

People were asked about living to 100. Those who said they didn’t want to, had a very interesting reason.

There are so many different titles of people to help you with your money. How do you know which one is right for you?

Bruce’s new book “The Power of Tax Freedom Planning and Management” will be available soon. Here we discuss the 10 benefits he outlines in the book.  

Bruce is an Ed Slott 'Master Elite Financial Advisor'. What does that mean and why does Ed say you can choose how you want to pay taxes?

When is the best time to take a profit? When there is one. Is this the time to make a decision with your retirement accounts?

Boomers will pass down over 36 trillion dollars over the next 10 years. Who will benefit the most?

A record number of people have a million dollars in their 401k accounts. Although they may not actually be millionaires. Joe Pat Roop explains why and how you can stay closer to that million-dollar mark.  . 

The Dow is up 9,000 points since March. How did you do?

Most people pay their taxes on Uncle Sam’s schedule. Is there another way to legally pay fewer taxes in retirement?

They tell you to “pay taxes later” on that 401(k) and IRA. But paying taxes later may also mean paying taxes longer.

In the military, you train during the calm times to be ready during the tough times. Can we say the same thing about retirement planning?

Everyone wants to be a millionaire, right? In retirement there is a number that is more surprisingly important than your account balance.

If you took all your financial data and plugged it into a computer program, can it give you a reliable answer to the question, "Have I saved enough for retirement?"

How many times have you had a moment of discovery and said “Why didn’t anyone tell me about this?” It could be a good thing. Like finding a new restaurant. However, it could also be the moment when you discover that an important part of your retirement is missing.

They offered us a 401(k) when the pension went away. When it comes to the tax benefit, one politician wants to change the rules.