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 trying to do the right thing with their money. They were concerned about their...
No Performance Report From Your Advisor? Performance Reports: Many of my newest clients have never received detailed performance reports from their previous advisors? I have no idea why. This should be standard practice by all financial advisors. Ideally, you should...
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 you really feel like you need their advice! I won’t ever do this because I think...
Selecting A Retirement Advisor: How Are Advisors Paid Warning: This is a long series of posts about selecting the right financial advisor. If you have no interest in financial advisors, how they work, or if they make sense for your situation then this series of posts...
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 gains/distributions on your 1099, 20XX was an unusual year. But it will likely happen...
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.
