May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
February 28, 2017
Does Volatility Equal Risk?
Does Volatility Equal Risk? If you were sitting at an advisory firm as I was in 1994, or if you were an investor, you will recall a few things about 1994 vividly: The Fed rate hike cycle sending bond prices […]
February 20, 2017
Managing Taxes in Retirement
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs. Nothing in life is certain except death and taxes. —Benjamin Franklin That saying still rings true roughly 300 years after […]
February 6, 2017
3 Critical Pieces to the Retirement Income Puzzle
You’ve spent your entire life accumulating wealth so that you can retire with peace of mind. Now that the time is near, you have questions about tapping into that nest egg. Most have concerns over how it will last for […]
Up? Down? Who’s right? Does it matter?