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 […]
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 […]
Everyone needs an Estate Plan, and most of the people I’ve met prefer the idea of being remembered in a positive light – especially in the eyes of those they care most about. What people do not want are heirs remembering a total mess. The Estate Tax & The Marital Deduction As of 2022, every […]