Archive for March 2014
Reversing the Flow – Withdrawal Strategies for Your Retirement
One of the biggest shocks that folks often experience is when they make the transition from “accumulation” to “decumulation”. Suddenly the monthly habit of saving and putting money away becomes one of pulling money OUT of the accounts. Those balances that you have watched for years and have given you the sense of security now…
Read MoreGrowing Your Nest Egg – Investment Fundamentals 101
It’s everyone’s favorite question to ask a financial planner – “So what’s the market going to do?” And my favorite answer is…
Read MoreMaking Sure the Kids Move Out – Education Planning
Education is near and dear to me. My wife spent four plus years as a teacher, and I invested the time to get my BS, MS, and PhD degrees in engineering.
Read MoreHaving a Really Bad Day – Putting in Place a Basic Estate Plan
One of the most important parts of the financial planning process is addressing the issue of estate planning. While estate planning can be extremely complicated, there are four key components that you should have in place
Read MoreYour Greedy Uncle – Minimizing the Impact of Taxes
There are only two things that are certain: death and taxes. Now some folks will say paying taxes is “patriotic”; and, while I’ll concede, that we all have a moral and legal obligation to pay our taxes, I hardly consider paying more taxes patriotic.
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