Probate Explained: What It Is and How to Avoid It
You’ve built a retirement plan to last the rest of your life. But what about after? Without a plan for how your assets transfer to your loved ones,...
Naming Beneficiaries: The Hidden Danger of Getting It Wrong
Naming Beneficiaries the Right Way: Protecting Your Legacy with Life Insurance, Annuities, and a Will You’ve created a will. You’ve outlined your...
Spotlight Series: Michael Dinich of Your Money Matters, Inc.
Brent Meyer, Founder of SafeMoney.com, sits down with Michael Dinich, founder of Your Money Matters Inc., to explore his client-first approach to...
Wills vs. Trusts: Do You Need One, the Other—or Both?
You’ve spent decades building your nest egg, protecting your income, and planning for retirement. But what about planning for what happens after...
What Really Happens If You Die Without a Will in Place?
You’ve worked a lifetime to build security for yourself and your loved ones. But without a will, your legacy might not go where you think it...
Why You Still Need a Will—Even If You’re Retired
You’ve saved, invested, and strategized your way to a secure retirement. But what happens next? If you’ve already mapped out your Social Security...
Quarles and Herring of Financial Longevity Advisory
Brent Meyer, Founder of SafeMoney.com, sits down with Michael Quarles and Heather Herring, principals at Financial Longevity Advisory LLC, to...
From Retirement Ready to Legacy Ready: What Comes Next?
You’ve spent July getting your retirement strategy on track—securing income, timing your Social Security, and accounting for inflation and...
What’s Your Retirement Goal—and Are You on Track?
Retirement isn’t just a number or an age—it’s a destination. The question is: Where are you headed, and are you on the right path to get there?...
How Inflation Quietly Erodes Your Retirement Income
Inflation: The Silent Threat to Retirement Security Most retirees think about market risk, healthcare costs, and outliving their savings. But...
Peace of Mind in Retirement Starts With a Plan
What Does Retirement Really Mean to You? For some, it’s mornings without an alarm clock. For others, it’s travel, family, hobbies—or simply...
Avoiding Retirement Surprises Most People Miss
Retirement Isn’t a Set-It-and-Forget-It Plan You’ve worked hard, saved diligently, and maybe even built a retirement income plan. But even...
How Social Security Timing Impacts Retirement Income
Social Security Is More Than Just a Check—It’s a Strategy In 2025, Social Security remains one of the most important pillars of retirement income....
Smart Tax Moves That Boost Retirement Income Longevity
Taxes Don’t Retire When You Do—Make a Smarter Plan Many retirees expect their taxes to decrease after leaving the workforce. But in reality,...
Spotlight Series Interview with Paul R. Lowe
Brent Meyer, Founder of SafeMoney.com, sits down with Paul R. Lowe, founder of TriMark3 Insurance, to discuss his relationship-based,...
Featured Blogs
- Probate Explained: What It Is and How to Avoid It
- Naming Beneficiaries: The Hidden Danger of Getting It Wrong
- Spotlight Series: Michael Dinich of Your Money Matters, Inc.
- Wills vs. Trusts: Do You Need One, the Other—or Both?
- What Really Happens If You Die Without a Will in Place?
- Why You Still Need a Will—Even If You’re Retired
- Quarles and Herring of Financial Longevity Advisory
- From Retirement Ready to Legacy Ready: What Comes Next?
- What’s Your Retirement Goal—and Are You on Track?
- How Inflation Quietly Erodes Your Retirement Income
- Peace of Mind in Retirement Starts With a Plan
- Avoiding Retirement Surprises Most People Miss
- How Social Security Timing Impacts Retirement Income
- Smart Tax Moves That Boost Retirement Income Longevity
- Spotlight Series Interview with Paul R. Lowe
- Avoiding Market Risks in Retirement: Why It Matters
- How to Create a Retirement Paycheck That Lasts
- How to Fill the Gaps in Your Retirement Income Plan
- Guardian Investment Advisors: Plan with Purpose
- Is Your Retirement Plan Ready for the Real World?
- A Holistic Retirement Strategy with Marlene Woodyard
- 3 Retirement Mistakes That Can Still Be Fixed in 2025
- The Power of Zero: Protecting Retirement from Losses
- What Happens If You Outlive Your Retirement Savings?