---
title: Kingsview Wealth Blog | Retirement Planning (4)
description: Retirement Planning | Finance and investment news, insights, and resources from Kingsview's fiduciary wealth managers. (4)
---

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### Why a Fiduciary Advisor Is Worth Far More Than a Broker

 Most people assume that when they hire a financial professional, that person is legally obligated to act in ...

 Apr 14, 2026, 11:04:17 AM

![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth

<https://resources.kingsviewwealth.com/articles/why-a-fiduciary-advisor-is-worth-far-more-than-a-broker>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Insurance](https://resources.kingsviewwealth.com/articles/tag/insurance)

### Annuities Explained: What They Are, How They Work, and When They Make Sense

 There is a question that almost every retirement planning conversation eventually reaches: What happens if ...

 Apr 14, 2026, 8:00:04 AM

![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth

<https://resources.kingsviewwealth.com/articles/annuities-explained-what-they-are-and-how-they-work>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization)

### Ask Tim: A Day Trader’s Worst Nightmare

 It’s Master’s Week, which means I’m spending the next four days lounging on the couch drinking Azaleas, ...

 Apr 8, 2026, 10:16:31 AM

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<https://resources.kingsviewwealth.com/articles/ask-tim-a-day-traders-worst-nightmare>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning)

### Ask Tim: My Father Sent $100,000 to an Indonesia Consulate. Cnan We Get the Money Back?

 When I was a kid, April Fools’ Day felt like a real event. A little harmless chaos, a few bad jokes, maybe ...

 Apr 1, 2026, 3:00:49 PM

![Kingsview Wealth](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth

<https://resources.kingsviewwealth.com/articles/ask-tim-my-father-sent-100000-to-an-indonesia-consulate.-cnan-we-get-the-money-back>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization)

### Ask Tim: Tax-Loss Harvesting and K-1 Extensions

 March Madness is truly getting me through this winter. Or is it spring right now? Who knows. In Chicago, ...

 Mar 24, 2026, 11:12:10 AM

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<https://resources.kingsviewwealth.com/articles/ask-tim-tax-loss-harvesting-and-k-1-extensions>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization)

### Ask Tim: A Little Green, A Little Giving, and A Few Tax Wins

 I hope everyone had a great St. Patrick’s Day and isn’t feeling too rough this week. Personally, I’ve always ...

 Mar 18, 2026, 3:56:58 PM

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<https://resources.kingsviewwealth.com/articles/ask-tim-a-little-green-a-little-giving-and-a-few-tax-wins>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization)

### Quick Answers: Should You Pay Off Your Mortgage Before Retirement?

 The question of whether to retire with or without a mortgage is more than a calculation. It reflects how you ...

 Mar 10, 2026, 3:44:42 PM

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<https://resources.kingsviewwealth.com/articles/quick-answers-should-you-pay-off-your-mortgage-before-retirement>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning)

### Ask Tim: I Won $2M But My Ex-Wife Wants a Cut

 If Chicago fails to convince you spring is right around the corner, I can assure you: Chicago is miserable ...

 Mar 4, 2026, 4:23:19 PM

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<https://resources.kingsviewwealth.com/articles/ask-tim-i-won-2m-but-my-ex-wife-wants-a-cut>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization)

### How Much Can You Withdraw in Retirement Without Running Out of Money?

 Retirement today lasts longer than ever. For many Americans, it spans thirty years or more, stretching across ...

 Feb 26, 2026, 3:27:40 PM

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<https://resources.kingsviewwealth.com/articles/how-much-can-you-withdraw-in-retirement-without-running-out-of-money>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning)

### Ask Tim: Paying Off the Mortgage Before Retirement?

 If you live in the Northeast, you already understand this truth: winter has a way of turning regular life ...

 Feb 25, 2026, 3:41:22 PM

![Tim Lux, CFP®, CPFA®](https://resources.kingsviewwealth.com/hs-fs/hubfs/8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg?width=32&height=32&name=8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg) Tim Lux, CFP®, CPFA®

<https://resources.kingsviewwealth.com/articles/ask-tim-paying-off-mortgage-before-retirement>

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