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Your Retirement Distribution Strategy

June 7, 2019

Retirement is close. You can see it in the near future. You’ve worked hard to accumulate your resources, and you are facing the most important aspect of reaching retirement: how do you take distributions from all of your accounts so the money will last and in the most tax efficient way possible? Even though each person’s…

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Make a Plan with These Five Factors in Mind

February 19, 2019

Like the old song says “Time is on your side,” or is it? The biggest question everyone has about retirement is how much income they’ll need each month. This curiosity stems out of how most people live in their pre-retirement years—living off of salaries, commissions and bonuses, and spending most of what they make each month.…

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Women are Not Equal to Men in Retirement

February 19, 2019

Are women and men equal?  Not according to the facts A recent report from the National Institute on Retirement shows shocking results regarding women in retirement. The report that women in retirement are 80% more likely than men to be impoverished. The reasons are apparent, throughout a women’s working life their income is lower, less…

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