Nearing Retirement, Retirement Planning

When Will Your 8,000 Days Begin? Setting a Retirement Timeline.

Retirement is more than just numbers, it’s about the feeling and emotions that can come with significant change in routine, socialization and how you spend your time. So before we can get to the math behind savings, inflation, taxes and Social Security, consider the following: What is the most important part of your retirement? How… Continue reading When Will Your 8,000 Days Begin? Setting a Retirement Timeline.

Retirement Planning

Retirement Planning Can Be Simple…

…but it’s not easy. It’s not easy because there can be a lot of anxiety when you consider all the different moving parts that should be considered before you stop receiving regular paychecks.  There’s an innate fear of the unknown and the future is full of unknowns. As wealth managers, we hear these concerns around… Continue reading Retirement Planning Can Be Simple…

Retirement Planning

Market Volatility is Back. So Now What?

Market volatility is back. It was bound to happen. We, as advisors, are not surprised. What does worry me is the mindset of certain investors right now. On the one side, there are certain long-term investors who don’t forget getting burned in 2008, or 2001, or 1987, etc. and feel it’s happening again. (This is… Continue reading Market Volatility is Back. So Now What?

Retirement Planning

Proactive Tax Planning 6 of 6

CASE STUDY: Proactive Tax Planning Strategies Over the course of the last couple weeks, we have shared several proactive tax planning strategies that one might use in planning their financial future. Today we will share an example of how one couple might implement these strategies based on their personal values, vision and wealth. This is… Continue reading Proactive Tax Planning 6 of 6

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Proactive Tax Planning 4 of 6

5 Tax-Minded Reasons to Have Life Insurance We offer proactive tax planning advice in an effort to accomplish two things: reduce your taxes while you are alive, as well as after you pass away. One way to kill both those birds with one stone is through certain kinds of life insurance. That’s because of two… Continue reading Proactive Tax Planning 4 of 6