Writing
Insights
On the five years on either side of a retirement date, and the decisions concentrated inside it.
Most recent
The Five Years Before and After Retirement: Your Complete Guide to Preparing for the Transition
Prepare for retirement with a retirement plan that coordinates income, investments, taxes, healthcare, and estate planning before and after you stop working.
August 27, 2026 · 10 min read
6 pieces
Everything else
Can I Afford to Retire? How to Know if You're Financially Ready
Learn how to determine if you're financially ready for retirement by evaluating spending, income, investments, taxes, healthcare, and market risk.
August 24, 20267 min read
Are Municipal Bond Investors Sitting on a Ticking Tax Bomb?
Municipal bonds & the de minimis rule. Ed Mahaffy is a fiduciary fee-only financial advisor at ClientFirst Wealth, Legacy & Estate Planning in Little Rock, AR.
November 14, 20254 min read
Understanding the Difference Between Full-Time and Part-Time Fiduciaries in Financial Advice
Often, when contacted by a prospective client, the first question they ask is, “Are you a fiduciary?” Although this is excellent progress, the following question is equally important and one that many financial advisors may prefer to avoid, “Are you a ‘full-time’ fiduciary?”
April 2, 20253 min read
Municipal Bond Portfolios: A Safe and Smart Investment for Savvy Consumers
In the vast world of personal finance and investment, municipal bonds often fly under the radar of average investors. However, these stable and tax-advantaged investment vehicles offer several compelling benefits, especially for those looking to build a resilient and predictable portfolio. So, what exactly are municipal bonds, and how can they work for you?
January 22, 20255 min read
Planning in the Year Leading to Retirement: A Comprehensive Guide
The time leading up to retirement can be filled with excitement, stress, and the undertaking of ensuring long-lasting financial stability. A year or less before making this transition is the time to evaluate your financial status, healthcare needs, and lifestyle plans. Regardless of the retirement you aim for, this approach is built to secure a smooth transition.
November 20, 20245 min read
Publishing
Two pieces a month
Everything here is published under Ed’s name and passes compliance review before it goes out. That is the constraint the schedule is built around, and it is why there are fewer pieces here than on a syndicated advisory blog.
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