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7 Essential Truths About Taking Income in Retirement
When it comes to retirement, how you take income matters just as much as how you save it. Below are seven key principles that every retiree (and future retiree) should keep in mind to ensure their money lasts. 1. Withdrawal Rate...
Read MoreThe Retirement Tax Surprise—and How to Avoid It
It happens more often than you’d think: someone walks into my office in their early 70s, a confused look on their face and a bigger-than-expected tax bill in hand. They’re wondering,“Why did my taxes jump so much this year?” And as...
Read MoreFinancial Storms Ahead? Or Just a Little Rain? Here's Your Retirement Forecast
Good morning, retirees — here’s your financial weather report! Today’s outlook?Panic and sunshine... depending on which channel you’re watching. Much like the Weather Channel, financial news thrives on the extremes. Dow drops 400...
Read MoreFind Yourself a Builder
The relationship between a retirement planner and a client shouldn’t be complicated. At its core, it should be simple: you share your goals, and they help you get there. That’s it. The title “planner” often brings to mind charts,...
Read More5 Big Retirement Questions You Should Be Asking (And How to Start Answering Them)
The other day, I found myself sitting at my desk, reflecting on the work we do—helping people transition into one of the most important phases of their lives: retirement. I thought about the many folks I’ve had the pleasure of working...
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Are You Taking Too Much Income from Your Retirement Investments? Here’s How to Tell
Are You Taking Too Much Income from Your Retirement Investments? Here’s How to Tell One of the most important—and sometimes overlooked—questions in retirement is this: Am I taking too much income from my investments? If you're living...
Read MoreIs Your Retirement Portfolio Keeping You Up at Night? 3 Reasons It’s Time to Recheck Your Risk
Retirement should be a time of freedom and peace—not stress and sleepless nights. But if market drops have you biting your nails or refreshing your portfolio a little too often, it may be time to take a closer look at the level of risk...
Read MoreHow the Retirement Planning Process Really Works (In Plain English)
How the Retirement Planning Process Really Works (In Plain English) If you’re thinking about retirement, chances are you have a lot of questions.Do I have enough saved?When should I take Social Security?What will I my income look like?...
Read MoreIncome in Retirement: Why the Right Withdrawal Strategy Matters More Than Ever
When it comes to retirement, income is everything. You've spent decades saving and preparing for this next chapter—but now the challenge shifts from accumulating wealth to using it wisely. The way you take income in retirement can make...
Read More3 Essential Steps to Prepare for a Confident Retirement
3 Essential Steps to Prepare for a Confident Retirement Planning for retirement isn't just about saving money—it's about building a lifestyle you can sustain and enjoy. As a retirement planner, I often see people focus solely on the...
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