Thinking too narrowly when it comes to generating portfolio income such as only investing in dividend stocks or high-yield bonds could severely limit the qualify of your retirement and jeopardize your retirement income.

It has been a long time in the making, but bonds are finally back in style for investors.

Understand how bond yields translate to more income for you and your retirement.

Before you decide to go out and spend BIG, make sure to do your research and first read about the top five most common regret purchases retirees make.

But more importantly, the impact a major purchase early in retirement can have on your portfolio and overall cash flow.

There are so many differing methods out there telling you how much you need to save for retirement and how much you safely afford to spend. But which one is right?

In this blog post, we’ll explore many of these methods, debunk them, and show you a better alternative to ensuring you don’t run out of money.

There is still time left in the year to reduce your tax bill. Don’t wait until it’s too late to make these proactive tax moves and avoid overpaying the IRS.

Is your 401k a ticking tax time bomb? While your 401k may have a ton of great tax benefits today, what most people do not realize is that Uncle Sam has been patiently waiting to collect all those taxes when you retire. Learn more about ways to reduce your lifetime tax bill.

Not every investment is going to be a winner and when investment losses occur, it is important to remember that having the right approach and an understanding of taxes can help you in the long run.

Weren’t bonds supposed to be a safer alternative to stocks? Then why are they down over double digits this year? This article will explore what to do with your 529 accounts as your grandchild prepares to start private high school or college.

Taxes will be your single largest expense in retirement. So why pay more than you need to? In this blog post, we’ll explore the strategies behind how to pay less in taxes and keep more of your hard-earned money.

When it comes to taking money out of your accounts and building a retirement income plan, it pays to know where to take your first dollar from and how each of these types of income is treated by IRS.

Before you can learn how to maximize your retirement income and pay less in taxes, we first have to start by figuring out how much you plan on spending each year in retirement.

Social Security is anything but straightforward. Knowing when to take your benefits could be the difference between hundreds of thousands of dollars over your entire retirement.

Being prepared for retirement affords you the ability to control your own destiny and shape your own narrative. Though the road to get there is difficult and requires …

How we act during these times can often have a bigger impact than your actual investment performance.

Knowing the right questions to ask ahead of time can help you be prepared for your first meeting…

The Fed raised rates by 0.50% last week, the largest move since 2000 in an effort to curb inflation. Will it be enough?

Founded in November of 2021, Swell Financial was built around the idea that smaller is better when it comes to being able to provide real value to clients and that …