We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

How Much Cash Is Too Much Cash in Retirement?

Radon and Murs discuss one of the most common questions in Retirement Planning today: how much cash is too much cash? With Money market rates falling and Interest rates 2026 expected to continue shifting, many retirees are rethinking their cash reserves in retirement. What once felt safe and productive at 5% in a money market or CD now may be losing ground to inflation and creating unintended tax consequences…  

How Much Cash Is Too Much Cash in Retirement?

For the first time in decades, parking money in savings accounts generated meaningful returns without market risk. For retirees focused on protecting principal, this seemed like an ideal retirement investing strategy. At the same time, inflation spiked. Many families felt uncertain about markets and rising prices. Increasing cash reserves in retirement felt like protection...