Planning a Sustainable Withdrawal Strategy for Retirement
Planning a sustainable withdrawal strategy is one of the most overlooked areas of financial planning. A clear and coordinated withdrawal strategy is crucial because it will ultimately determine how an individual will create sustainable income throughout retirement. Successfully navigating retirement Sequence risk is the risk in the timing of withdrawals from a market portfolio occurring […]
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 is, […]
Estate Planning: The Art of the Final Impression
Everyone needs an estate plan. And most people prefer the idea of loved ones remembering them in a positive light – not for estate planning missteps. The Estate Tax & The Marital Deduction As of 2023, every United States citizen receives an Estate Tax deduction of 12.92 million dollars usable over their lifetime. This […]
