The WealthKare Investment Center
Resources & insights

Clear education on the decisions that shape retirement.

We aim to cut through the noise and help you decide well — whether or not you ever become a client.

Articles & Insights

Plain-English posts on retirement income, Roth conversions, Social Security timing, RMDs and IRMAA, market risk, and legacy planning.

As Seen & Heard

Bruce’s television, radio, and podcast appearances on retirement and wealth.

Annuity Research

Objective annuity research and second opinions via AnnuityDataPRO™.

Free guide

The Four Controls — a retiree’s guide to maximum lifetime value.

A short, plain-English guide to the decisions that shape your retirement.