Continuing our series on retirement planning, we’ve already covered why retirement planning should begin with a vision – not just a number. Once you’ve clarified
So far in our retirement planning series, we’ve covered how to create a vision for your retirement and put numbers to that vision. You now have
My last post centered around starting retirement planning with a vision, not a number. It’s tempting to jump straight into the math. But before you
Most people start planning for retirement by asking, “How much do I need?”That’s a fair question. But if you’re like the thoughtful, intentional clients I
During President Trump’s first term, the Tax Cuts and Jobs Act (TCJA) of 2017 made several major changes to tax laws. To limit the projected
So far in 2025, U.S. stock indexes are down while bonds and international stocks are up. After a positive 3% return in January, U.S. stocks
Social security is an important component of retirement planning for most retirees, even affluent ones. If you have earned income each year over a long
“Don’t just do something, stand there!” – Jack C. Bogle, founder of Vanguard When markets experience turbulence, as they have for the past several weeks,
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