The Retirement Income Blog

 

I specialize in retirement planning and investment management.  If you’re 10 years or less from retirement, read my blog and see how to maximize your money, avoid unrecoverable mistakes and retire with clarity and confidence.

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A Personal CFO for Your Retirement

It’s understandable that people are confused on how they benefit from working with a financial advisor.  Some advisors pick stocks or mutual funds....

How To Work With John

I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work...

The Markets & Your Retirement

It was approximately 16 months ago that we first discussed the coronavirus in these missives. At that time history was telling us that while viruses...

GameStop & Your Retirement

There's no bigger story in 2021 than GameStop.   As social media powered Robinhood traders assault a large hedge fund there is quiet joy that...

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....

The Market Knows. Do You?

Love it or hate it, the market “knows” everything.  In reality, “the market” has priced in everything you’ve seen on TV, read in a newspaper or...

Take Back Control Part 2

In my previous post we discussed how politics, COVID-19 and the media has been pushing us around - taking an enormous emotional toll, making us feel...

Take Back Control Part 1

In 2020, politics, COVID-19 and the media have pushed us around - taking an enormous emotional toll, making us feel out of control. Focusing on...

2020 Mid-Year Client Update

2020’s been a heck of a roller coaster, so before we dive into mid-year thoughts, here’s some fun trivia:   Did you know you have to count to 1,000...

The Confidence You Need

My newest clients sought out my services because they lacked confidence in their current advisor. As I recount the addition of recent new clients, I...

Waiting for the Green Light

No, you shouldn't wait to create a retirement plan. Waiting.  Waiting.  Waiting.  I can't help but laugh when I think of my daughter’s Dr. Suess...

Notes About Our Investment Process

Markets go up and markets go down, sometimes violently. Sometimes they stay down for months at a time. No one can time, predict, influence or...

Investing 5 Years to Retirement

This is no time for mistakes. Recently, a non-client asked me to review their investments. They estimated they were 5 years away from retirement and...

Focus On What You Can Control

​On any given day supposed financial experts could write about the markets, geopolitics, or the economy and use the opportunity to create anxiety so...

Not Adding To The Noise

I am impressed people are able to write and talk so much.   I am unimpressed with the applicability of their “insight”. The COVID-19 pandemic...

The Retirement Income Process

Do you want a reliable retirement income stream over the duration of your retirement?   The Retirement Income Process provides the framework....

Looking Forward to Less Bad

    The markets are forward looking.  You should be too.   What’s Baked In? Unfortunately, the US medical system appears unprepared for a...

Why I Specialize In Retirement

  Specialization allows me to focus narrowly, but deeply, on planning, processes and strategies specific to pre-retirees and retirees.   Recently, I...

Taxes Due In A “Down” Year?

Why do I have taxes due in a year that I lost money?  Hi (name hidden of course) – I hope you are both well. Yes, as it relates to taxable...

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,...

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,...

Retirement Disasters to Avoid in 2019

10 Retirement Disasters to Avoid in 2019 John R. BubelloRetirement Advisor, CRPS®  If you’re preparing for retirement there’s no shortage of...

Taxes and Your 1099 in 2018

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...

Order of Returns

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...

Retirement Investor: Growth Vs. Value

If I am overweight “growth” investments this year, why is my portfolio growing... so... slowly? In this post I will address a term often confused by...

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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.