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Financial guidance for busy professionals
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The unloved retirement planning

10/24/2022

 
At its core, retirement planning is simple. You trade income during your working years for income during your non-working years. To do this, you set aside a portion of today's income and accumulate enough so you can live off of it in retirement.
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A tax-smart way to turn your business into retirement income

3/3/2022

 
When small business owners want to step away from their business and retire, many may worry about the tax burden they’ll face from all their potential gains. Our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes that describes a tool called a deferred sales trust that may help to spread out gains over time and lower their tax burden. 
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To make your money last through retirement, consider adding guaranteed income

12/8/2021

 
It's fair to say that until recently, investors (and their advisors) were singularly focused on saving for retirement. Lately, however, the focus has shifted largely to how to make money last through retirement—a move from accumulation to decumulation.
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Can you retire on $2 million? Of course... not?

10/20/2021

 
​If you had a $2,000,000 nest egg, would it be enough to last through your retirement years?
 
The answer can depend on... when you retire.
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You're never too young to start planning for retirement

9/22/2021

 
If you’re in your 20s or 30s, you might feel you’re too young to plan for retirement. Especially if you're single.

Or, at least young enough to not worry about it too much.
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