A tax plan is an overarching tax strategy to minimize your lifetime tax bill and it informs many critical retirement planning decisions leading to more wealth.
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At the end of every quarter, we take stock and provide key updates on the economy and markets and what to look for next.
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Clinging to widely known "rules of thumb" to determine how much you need to save can lead to over-saving (especially for higher-income individuals).
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Retirees can better protect against underspending and outliving their savings by combining guardrails with guaranteed income sources.
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Precautions you can take to reduce the odds of experiencing disruptive advisor turnover issues that can rob you of the immense benefits of advisor continuity.
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Not all decisions matter, but some are crucial. A repeatable process can help you find the signal in the noise to make high-quality decisions.
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Sequence of Returns Risk has arguably the greatest influence on your potential retirement outcomes.
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At the end of every quarter, we take stock and provide key updates on the economy and markets and what to look for next.
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(~4 min) Retirement doesn’t have to be withdrawal from work. Retirement today is empowerment. It can be a transition where you change how you engage.
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Many people unknowingly miss out on a big benefit of charitable giving – tax savings – by not having a giving strategy.
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(~5 min) Probability of success/failure is a meaningless measure that tells you nothing. Solve instead for your Retirement Spending Capacity.
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(~6 min) Overly conservative retirement income plans lead to retirees sacrificing their quality of life and losing more wealth to Uncle Sam.
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