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The Talley Perspective
Straightforward thinking on taxes, retirement, investment decisions, and building a financial life that actually works.
Retirement Planning Articles
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Retirement Planning
Health Insurance Options Before Age 65
If you want to retire before Medicare, health insurance is usually the first real obstacle. Here are the main options and the planning traps that matter.
Retirement Planning
What's Your Retirement Number Based On?
Most people approaching retirement have a number in mind. Almost none of them have a plan that produced it.
Retirement Planning
The Retirement Risk Nobody Talks About
Retirement risk is not only market decline. Sequence, timing, withdrawals, and tax decisions can reshape the plan just as much.
Retirement Planning
What Changes as Financial Independence Gets Closer
As financial independence gets closer, growth stops being the only goal. Coordination, tax timing, and risk control start to matter more.
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ExploreRetirement guide
A practical framework for retirement timing, taxes, income, and market risk.
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