If you’re getting close to retirement and working with a financial advisor, chances are you’ve been pretty organized. Most of the prospective clients I meet for the first time come in with: But there’s one question that almost always stumps them: “How much are you spending each month?” It’s the most important—and most underestimated—part of … Read more
Have you discussed a strategy for converting the funds in your IRA to a Roth IRA with your financial advisor? If you haven’t, you should. Roth conversions are NOT for everyone, but a well thought out tax plan is an important component to a comprehensive retirement plan. If your financial advisor is not engaging you … Read more
You’re financially prepared for retirement, but is your MARRIAGE prepared for retirement? As a financial advisor who specializes in retirement planning, over the last 15 years I’ve helped somewhere around 100 couples transition into retirement. The decision to retire is obviously one of the most important financial decisions that you will ever make. You will … Read more
For the last 15 years I’ve helped somewhere around 100 couples transition into retirement. The decision to retire is obviously one of the most important financial decisions that you will ever make. You will say goodbye to your income source and live almost entirely off of what you’ve saved. That’s a huge leap!! What I’ve … Read more