Retirement & Financial Insights
Practical retirement, tax, and investing guidance from David Peters and the team at Alliance Advisors Wealth Management — written to help you protect and grow your financial future.
June 30, 2026Are You Paying More Taxes Than You Should in Retirement?Many retirees pay more in taxes than necessary simply because no one is planning proactively. Here are the strategies worth reviewing each year.Read article →
June 30, 2026How to Protect Your Retirement Savings When the Market DropsMarket downturns are inevitable. Here are proven strategies to reduce volatility's impact on your retirement without giving up long-term growth.Read article →
June 30, 2026Do You Need a Trust, or Is a Will Enough?A will and a trust do different jobs. Here's how to tell which one (or both) your family actually needs to protect your assets and avoid probate.Read article →
June 30, 2026What Happens to Your 401(k) When You Change Jobs or Retire?Leaving a job? You generally have four options for your old 401(k) — and the wrong move can trigger taxes and penalties. Here's a plain-English breakdown.Read article →
June 30, 2026Roth Conversions: Could They Save You Money in Retirement?A Roth conversion can lower your lifetime tax bill — for the right person, in the right year. Here's how to know if it makes sense for you.Read article →
June 30, 2026When Should You Start Taking Social Security? A Guide for Florida & Michigan RetireesClaiming Social Security early can permanently reduce your benefit. Here's how to think through the timing decision based on your health, income, and retirement plan.Read article →