After Accumulation

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

What Are Your Retirement Assumptions?

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

Benefits of Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, with a focus on providing a lifetime of income after your last paycheck.

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