Learn how to plan out your retirement cash flow requirements and generate a cash flow from your portfolio to meet those requirements.
Learn how a single year can make an enormous difference in your retirement cash flow—and why you should wait a year to retire!
Learn the warning signs that you may run out of money in retirement and how to right the path.
Know all the facts before choosing this lower-cost alternative to health insurance. For many households, the costs associated with medical care and health insurance will constitute one of the largest expenditures made on an annual basis. Despite the many reforms that have been undertaken over the last decade, health insurance costs and premiums have continued to rise. This has led …
The ongoing coronavirus pandemic has had a series of adverse side effects that have sent shockwaves through the world economy. To attempt to mitigate the economic fallout from the crisis, Congress passed the Coronavirus Aid, Relief, and Economic Security or CARES Act on March 26th. The CARES Act includes several provisions aimed at helping different subsections of Americans. Let’s take a few …
Learn how to calculate a withdrawal rate that will let you comfortably live off of your retirement savings.
Learn how to reduce your capital gains tax rates with tax loss harvesting, charitable giving and other strategies.
Learn how 529 savings plans work, whether you should use them, and how to get started.
Gains in the Face of Challenges Message Sent 06.01.2020 If you were to simply look at the stock market’s performance since my last note, you would probably think all is well in the world. The last two weeks have consisted of continued good performance with gains of over 3% each week. However, our lives stretch well-beyond our investments, and the …
Learn why the 60/40 asset allocation is no longer effective and some alternatives to consider for your portfolio.