Steve McDonald, Wealthy Retirement

8 Lessons for Preserving Your Family’s Wealth

March 16, 2017

If you're planning to leave a big chunk of cash or assets to your heirs, follow these guidelines...
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A Very Real Threat to the Financial Security of Older Folks

March 12, 2017

Here's what it is and an idea for how to beat it…
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5 Quick Tips to Ensure Your Money Isn’t Mismanaged in Retirement

March 7, 2017

An alarming number of seniors fall victim to the myth of financial independence. Use these simple strategies to safeguard your nest egg from neglect and abuse...
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Practical Advice to Avoid Outliving Your Savings

March 5, 2017

Running out of money in retirement is one of the greatest fears of those planning for (or already in) retirement. With this in mind, let's look at FOUR things you can do to make that possibility less of a probability…
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Pad Your Retirement Income by Capitalizing on Your Career Skills and Strengths

February 28, 2017

Today, most retirees are living well into their 80s and 90s. And it's more essential than ever for them to focus their energy on activities that generate income and keep the mind sharp...
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Trump’s Trying to Kill Your Retirement

February 12, 2017

It looks like it's time to write a letter to the president to set him straight on whose interest should be respected in the client vs. investment advisor relationship...
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Dallas: America’s Next Bankrupt City?

February 6, 2017

Decades of mismanagement have left the Dallas Police and Fire Pension Fund with liabilities that far exceed its current and projected future assets. The lesson for investors? Don't think this can't happen to you...
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The Latest Scheme Out of Washington D.C. to Slash Your Social Security Check

January 31, 2017
social security

If you're living on fixed income, listen up...
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The Concerning Area Where Many Retirees Are Falling Behind

January 28, 2017

If you've followed my work for a while, you know how badly prepared most people over the age of 50 are for retirement. Well, hold on. Here's another area where we boomers are falling on our swords...
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Could You Beat the IRS in Tax Court?

January 23, 2017

Each year, hundreds of folks attempt to take crazy tax deductions and wind up arguing with the IRS in court. But does the little guy really stand a chance? Read on...
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