The primary concern for just about everyone I meet with is how to retire with the same lifestyle they currently enjoy. “Retiring” has a different meaning now than it did 20-30 years ago. Nowadays, people retire TO something. Whether it be to travel the world, spend time with family, volunteer, start a hobby, or work […]
Planning for expected events in Retirement is easy. Planning for the unexpected is wise. These are the top four stress tests to put your Retirement Plans through to see if you are as bullet proof as you need to be.
They say it’s not what you earn, it’s what you keep. I agree with this wholeheartedly as it relates to not spending more than you make (obviously). However, in my line of work, being sensitive to the TAX efficiency of a retirement plan is critical. If I can save my clients $10,000 or even $20,000/year in taxes during retirement, that’s huge!