Presidents, Politics and Your Retirement Portfolio I’m getting calls. “I think I might like to get on the sidelines with the upcoming election.” Usually spoken carefully so as not to be politically charged but, either way, the theme is the same, most...
2020 3rd Quarter Thoughts The 2020 roller coaster continues. But before we dive into some 3rd quarter thoughts, here’s some helpful information: The fourth quarter is usually the best performing quarter for equities, being higher 79% of the time and on average, up...
Real Retirement Plans Put You In Control I’m shocked more advisors don’t help their clients with comprehensive retirement planning. Too many just “manage your money”, simply investing your assets and then talking to you about “the markets”, obscure...
I specialize in Retirement Planning & Investment Management.
My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.
The Retirement Income Blog
Advice and perspective for the soon-to-be-retiree
Creating a retirement plan requires making some complicated decisions about our financial lives.
But complicated doesn’t have to mean confusing.
My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.
