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Retirement Financial Planner

Simplifying Your Relationship With Stock Options

Stock options can be among the most confusing aspects of the financial planning process. The subjectivity built into these programs will consider personal preferences, planning timing tactics, diversification, and tax efficiency. What kind of options do you have? The first step is identifying what type of option you have. It may be a good idea […]

Guaranteed income plan

How Much of a Guarantee Do I Actually Need?

Guaranteed income offers all kinds of benefits to a financial plan but also comes with tradeoffs, namely growth and cost. Finding the “sweet spot” for a guarantee in a financial plan is tricky and not always readily apparent. Furthermore, differences in opinion within a family unit can cause disagreement about the “perfect” design. When referring […]

Planning a Sustainable Withdrawal Strategy for Retirement

Planning a sustainable withdrawal strategy is one of the most overlooked areas of financial planning. Having a clear and coordinated withdrawal strategy is crucial because it will ultimately determine how an individual will create sustainable income throughout retirement. Successfully navigating sequence risk Sequence risk is the risk in the timing of withdrawals from a market […]

Pros & Cons of Becoming a Real Estate

Pros & Cons of Becoming a Real Estate Tycoon

Almost everyone loves owning income-generating rental real estate, especially in those early retirement years. What’s not to love? It can provide consistent income, and you may even be able to enjoy it. Inherent benefits aside, it’s vital to understand when taking on such an endeavor that one treats it like a business – because it […]

Wealth Management Advisor

7 Steps To ‘Personalize’ Your Risk Tolerance

Investors likely don’t have just one risk tolerance; they have several. Our approach to solving for risk is to develop a composite of different risk tolerance worksheets. The goal of this ‘mosaic’ is to create a personalized risk tolerance. Using this simple step-by-step exercise, you will now have a tailored investment philosophy that supports, synergizes, […]