In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.
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
Recently, my family and I went to Boulder, Colorado, for a week. My daughters' spring breaks lined up on the same week and we wanted to do something fun and casual, but that wouldn't break that bank! Ginger Leigh, my wife, and I used to live in Boulder, as did my oldest daughter, Haileigh, for the first three months of her life. In the last couple of years we have started going out to Colorado