Make no assumptions. Instead “Think Again”. During a never ending flow of outsized opinions…where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all. Political beliefs. Life choices. Retirement financial...
Annuities: Love or Hate? – Video Annuities: Love or Hate?Watch this video on YouTube Retirement Planner John Bubello, CFP® CRPS®, talks about the pro’s and con’s of annuities. Need to contact John, click here Take Your Retirement Seriously...
Working Remotely With A Financial Advisor I’ve been working remotely with clients for years. A natural evolution, I found it to be both cost-effective and time-efficient but also ideal for my clients. The pandemic accelerated the trend where advisers work with...
Things to Consider As You Approach Retirement Should you consider doing a Roth Conversion? What issues should I consider when reviewing my investments? Not a client and would like to explore working toward a successful retirement? Schedule an introductory call here....
Traditional Pre-tax vs Roth 401(k) Contributions Making smart investment decisions is an important part of your retirement planning. Considering taxes is important as well. It’s likely that your retirement plan offers contribution flexibility which allows you to...
How to Choose a Retirement Advisor According to the Bureau of Labor Statistics (2016 data), there are over 270,000 financial advisors in the US. That number alone can be overwhelming. As we discussed in previous posts, each has their own custom approach and set of...
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.
