Retirement Planning Terms Report This post is for you, the soon-to-be retiree. While there’s a lot to understand, digest and apply to our financial lives: budgets, savings, spending, health care, interest rates, the economy, social security, the stock markets,...
What You Deserve In Retirement In contrast to the divided world we live in, one thing that’s easy to agree on is that the standard services a financial advisor provides are, well… far from standardized. Services offered by advisors are truly, “all over the...
10 Retirement Disasters to Avoid in 2019 John R. BubelloRetirement Advisor, CRPS® If you’re preparing for retirement there’s no shortage of financial strategies, online calculators or financial salespeople willing to “help”. And with the ubiquitous “You must...
Taxes due from 2018? A number of clients have asked me a similar question… here is my response. I hope it helps. Hi (name hidden of course) – I hope you are both well. Yes, as it relates to taxable gains/distributions on your 1099, this is an unusual...
Order-of-returns: A widely overlooked variable is the order in which you receive your returns while you take income in retirement. One might call this the “half-million” dollar mistake. For example, consider two retirees long term portfolios, each with a 7% average...
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.
