The following articles are for educational purposes only.
A fee-only financial advisor is compensated solely by clients—not commissions or product sales. Learn how this structure supports objective, transparent, and client-focused financial advice.
At Blue Advisors, our fiduciary commitment means acting in our clients’ best interests at all times. As a fee-only financial planning and investment management firm, we provide objective, conflict-free advice designed to support long-term financial confidence.
Year-end is the ideal time for retirees to review their finances, reduce taxes, and strengthen their retirement income plan. This guide walks through 10 practical steps—from RMDs and QCDs to Medicare, withdrawals, and rebalancing—that help retirees stay organized and financially prepared for the year ahead.