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Social Security; to delay or not delay

Four Stress Tests For A Bulletproof Retirement Plan

Four Stress Tests For A Bulletproof Retirement Plan

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.

The “Tax Trap” of Traditional 401ks and IRAs

The “Tax Trap” of Traditional 401ks and IRAs

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!

Why I left Corporate America

Why I left Corporate America

In a world where it seems like companies are moving away from customer service and towards automation, I wanted to have a practice where the focus was on white-glove service and treating every client like family instead of a number.