It’s an age-old question that most people can’t resist daydreaming about. If you could turn back time, what would you have done differently? Some people might have chosen to invest more in relationships. Others may have taken more—or fewer—risks. Many would have devoted more time to having fun.
For years, you have tucked away a portion of your income, saving and investing along the way. But now that you’ve grown your assets, it’s time to start drawing on your accounts. While this may appear to be a simple matter of selling a particular stock, there is something of an art to taking distributions. Determining which assets to liquidate, and when to do so, requires careful analysis of
You often see the commercials on television today asking the question, “What’s Your Number”? What they are really referring to is the notion of how much money do you need in order to be able to retire. It’s funny that most people we talk to today don’t really call it retirement. They really think about the term of making work optional. This means having the ability to do what they want when