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 pandemic. So we made a choice. And while we have collectively chosen the health of our fellow...
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 have narrowed the type of new client that I will work with. The result: going forward...
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...
Approaching Retirement: Supercharge Your Savings If you’re approaching retirement there are a number of ways that you can reduce your taxes, increase your savings and accelerate your path to retirement over the next few months. Giving you’ll be going through the...
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.
