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RichLife Advisors is dedicated to being your go-to resource for information needed to make informed decisions about all aspects of retirement. Founder and visionary, Beau Henderson, has dedicated his life to helping others plan for theirs through his many bestselling books, serving as a local and national media resource, hosting educational events, writing regular blogs, and hosting weekly radio and podcast shows.

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[CNET] How Young Retirees Sidestep Early 401(k) Withdrawal Penalties

Want to retire early? A Roth conversion ladder allows you to sidestep the hefty early withdrawal fees that come with 401(k)s and other retirement accounts.

Understand Your Social Security Benefits With This Guide for 2023

Income Planning

Retiring in 2023? Make sure you are prepared with this Social Security guide.

[Forbes Advisor] What Is A Retirement Income Certified Professional (RICP)?

News & Press Income Planning Tax Planning Healthcare Planning Estate Planning

Since there aren’t many do-overs when it comes to your retirement income, the most important thing is that you are confident that your financial advisor has the training and skills to help you maximize your income while reducing your tax liability so you have enough money in the decades following your retirement. If you're within 10 years of retiring, you'll benefit most from working with an RICP. The earlier you engage an RICP inside that window, the better. Not sure if you should change advisors? This article in Forbes Advisor details the differences between CFPs, CRPCs and RICPs and how they can help you make sure your hard-earned savings last as long as you do.

What Role Does Social Security Play in Your Retirement Income Plan?

Income Planning

How much of your retirement income is coming from Social Security? Learn more about the role Social Security plays in your retirement income plan.

Case Study: Cheri’s Journey to Survivor Benefits

Income Planning Healthcare Planning

Confused about your Social Security Survivor Benefits? Here’s how RichLife Advisors can help.

[Marketwatch] COVID-19 Hit Retirees Hard - 6 Ways To Recover Financially

News & Press Income Planning

COVID-19 hit retirees especially hard. 2022 created a perfect storm -- rising interest rates, assets dropping with the market and increasing inflation. That generated a lot of negative emotions like anxiety and fear for many people -- especially retirees, many of whom were forced to retiree before they were ready, and those who depend on Social Security for the majority of their income. But there are ways to move out of this time. One of the most important things you can do right now is get a strategy in place for the next downturn. That way, the next time something happens with the market or in the world, you'll be in the best position possible to survive it. This MarketWatch article covers a few more things you can do to better prepare yourself for the next time things go sideways...

News and Press

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