Insights
Am I financially OK?
This is undoubtedly the most frequently asked question that I receive. As you might expect, there is not a one-size-fits-all answer. However, here are a handful of things that may help guide you from a place of uncertainty or ... Read more.
How can I reduce my taxable income before and after retirement?
Keeping up with all the tax legislation changes makes it challenging to know what you can do to reduce your income taxes. These are some of the ways that you can reduce your taxable income while you ... Read more.
What should a financial planner do for me?
Financial Planners should at the very minimum: Be well educated in all areas that impact your money, not solely investments Proactively keep in touch with you Suggest creative alternatives that you may not have considered, like the ... Read more.
When is the earliest that I can retire?
Retirement planning is complicated. You have been in a savings mode for most of your life and retirement will be a big adjustment as you will be withdrawing money for the first time. You will also have a lot ... Read more.
How will taxes impact my retirement income?
You worked hard to earn your money and deserve to enjoy your retirement income, and when deriving income from investments, possibly a pension, and Social Security, there are many factors that will impact your taxes. And, if ... Read more.
How do I know if I am financially ready for retirement?
There is a lot of uncertainty around whether the timing is right to retire and that can often lead to increased stress and anxiety. When determining the amount of retirement income needed, you want to consider your ... Read more.
