RMDs at 73, taxable Social Security, and Medicare IRMAA surcharges can all raise your tax bill in retirement. In Episode 33, I break down the three traps and what to watch for.

Kamie and Dan break down three practical ways retirees can lower taxes: control where income shows up, use Roth money strategically to avoid bracket creep, and give smarter with DAFs and QCDs—plus what snowbirds should know about residency and state income taxes.

Taxes can rise in retirement for people who saved well. Here’s how to build tax flexibility and avoid common surprises before RMDs begin.

How much do you really need to retire—and when should you take Social Security? Here are practical answers to the questions retirees ask most.

Taxes don’t stop when your paycheck does. Here’s what Rochester-area retirees need to know to avoid surprises and keep more of what they’ve worked so hard to save.

Social Security decisions are more complex than most retirees realize. Here are seven common myths that could quietly cost you thousands if left unaddressed.

A strong net worth doesn’t automatically create a comfortable retirement. The real key is predictable cash flow you can count on, through any market cycle.

Retirement is too important to “wing it.” Here are nine of the most common retirement mistakes we see—especially around Social Security, taxes, RMDs, and Medicare—and simple ways to avoid them so you can retire with more confidence.

Retirement isn't a finish line—it's a starting line. Learn how to beat complacency, build meaningful connections, and make your future bigger than your past.

A full list of Minnesota companies on the 2025 Fortune 500, plus how the list is determined and what it means for the state’s economy.

Retirement isn’t the end of the story—it’s the start of your second act. From lazy mornings and golf rounds to new passions and meaningful connections, discover how today’s retirees are redefining what “retirement” really means.

Scottsdale offers sunny winters, world-class healthcare, and an active lifestyle that make it a top retirement destination. But is it right for you? Explore the pros, cons, and smart strategies before making the move.