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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 […]

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 […]

Are Retirees Being Real?

The annual Retirement Confidence Survey consistently shows retirees’ expectations pre, and post-retirement may not always be realistic for specific areas of retirement planning. A realistic financial plan will consider all variables and any high-risk scenarios. Being real with expenses Expenses are one of the most disliked aspects of developing a financial plan. It’s almost impossible […]

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 […]