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Weekend Reading: When Should You Retire?

The decisions you make surrounding when and how to retire can affect the rest of your life.

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Weekend Reading: You Need a Little W.H.A.A.M. in Your Retirement Planning

Planning your retirement feels like a big deal because it is. There's a lot of financial information out there to sift through too.

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Weekend Reading: Retirement, Redundancy, Rejection: The Extreme Emotionality of Endings

The emotions that can run through your mind and body upon stepping into retirement are far beyond anything you might have anticipated.

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Weekend Reading: How Much Should You Worry About Inflation in Retirement?

Utilizing old rules of thumb to determine how inflation could impact your retirement won't provide you with a realistic answer.

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Weekend Reading: 5 Easy Ways to Protect Your Retirement Savings from Taxes

Taxation on retirement accounts is complicated enough, but when you add in ever-changing legislation rules, you might be left wondering how to protect your portfolio from Uncle Sam.

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Weekend Reading: Client Opportunities for Health Insurance Coverage Under the American Rescue Plan

You have a huge opportunity right now in the way of Healthcare. Recent changes found within the American Rescue Plan might just save you a chunk of money on health insurance now, as well as in the future.

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Weekend Reading: Retirement: How Much Cash Should You Hold?

How much cash do you need to have readily available to sleep well at night? The answer is different for everyone, as well as the strategies available to maintain that liquidity.

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Your Planning Process In The Press

Our team is passionate about creating a retirement plan that’s truly customized to you, and that begins with identifying your life’s meaning and purpose. I found that aligning your ‘why’ with financial strategies that mirror your goals and values, creates more opportunity to have an impact in the world now, as well as in the future.

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Weekend Reading: How Much Income Will Your 401(k) Provide?

A new rule in the SECURE Act could help you clarify just how much retirement income your 401(k) might produce in retirement, but it comes along with limitations.

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Weekend Reading: Will the Real Retirement Income Number Please Stand Up?

Some say four percent, others say 3.5 percent and the list continues on. The debate over a safe withdrawal rate in retirement is ongoing. You don't want to leave too much on the table, but you also don't want to run out of money.

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Weekend Reading: How 10 Types of Retirement Income Get Taxed

Stepping into retirement means going from one taxed income — To many taxable income streams that work together in replacing your paycheck. Understanding the different layers of these taxes is the first step to maximizing your tax efficiency, and keeping more of your hard-earned dollars.

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Weekend Reading: Does Your Portfolio Need Bitcoin?

Our team regularly receives inquiries about Bitcoin, and with good reason. Its growing popularity makes it appear as a star investment player for retirees, but before you include this cryptocurrency in your financial plan, make sure you know the facts.