Jeff King - Financial Advisor

This is one reason why advisors always talk about different "buckets" or different purposes for your investments and money. Too much of one kind or not enough of another can cause problems.

The Hidden Risk of Retiring With Every Dollar in Tax-Deferred Accounts money.com

The rules surrounding taxes on Social Security have changed, and knowing them can help you make better decisions with your money in retirement.

Don’t Forget About Tax on Social Security Benefits cpapracticeadvisor.com

There are some good tips here to help with lessening the "sting" of RMDs and getting some extra income in retirement.

With these kinds of issues, we know they are important but they don't always feel urgent. It's a good idea to set the time aside and be disciplined early so we are not caught off guard and scrambling later.

From Net Worth To Cash Flow: How To Outlive Your Retirement Savings forbes.com

This article is a very good example of the kind of situations we help people walk through.

Investments, retirement accounts, Social Security, income sources in retirement... It can be a headache to deal with.

I only have $200,000 in my 401(k) but I'm really sick of working. How can I use this money to retire soon at 60? yahoo.com

There is a lot of talk around long-term care insurance these days. As someone who has experienced the need for long-term care for a family member, it can be a huge help.

I hope this article can be a good beginner's guide to the different options you and your family have BEFORE you find yourself wishing you had it.

What Is Long-Term Care Insurance? money.com

This is a pretty good summary of your options if you have retirement accounts from previous employers.

I've had a few experiences with clients where we find their old account has been earning less than 1% interest for a few years (missing big positive years in the market) before we caught it and got it set up appropriately again.

I’m 45 and I just found out about a 20-year-old 401(k) account with $25,000 in it. Where should I put the money to make sure I don’t get penalized? moneywise.com

How Can I Make $950k in an IRA Last for Life at Age 68? yahoo.com

As 2026 policy discussions continue, Social Security funding balance is shifting. Explore the latest insights from Principal® that examine the funding gap, reform options, and implications for retirement planning.
https://livesocial.seismic.com/aTAFsH

I had a great time as a sponsor of the 12th Annual Central California Trauma Symposium last week. The TREFF team did a great job as always, and everyone at Table Mountain Event Center were great hosts!

It was an honor to be a part of this event and serving those who do so much to serve our community.

I always learn a lot of interesting information at these events (this year I learned about tools that help remove blood clots from the brain... fascinating!), and I hope I can be a trustworthy partner for years to come.