Greetings! I trust this will find you well and enjoying life. Many people are finding it increasingly difficult financially to retire. I trust that the following ideas on managing an income in retirement will be useful. When you determine your retirement income needs, you make your projections based on the…
Continue Reading Resolving Projected Income ShortfallsCategory: Uncategorized
Stay the Course
Greetings! I trust that this will find you well and enjoying life. What a great market update report this week. All time highs in stock markets broken. It’s important to not get caught up in all the media hype and compromise your personal investment strategy. Stick to the asset allocation…
Continue Reading Stay the CourseHow to Reduce Taxes On and Reductions In Social Security Retirement Benefits
Greetings! I trust that this will find you well and in good spirits. I saw this article recently and found it to do a great job explaining an important nuance on maximizing social security benefits. I hope it will benefit you in your planning. Planning for Earned Income in Retirement…
Continue Reading How to Reduce Taxes On and Reductions In Social Security Retirement BenefitsControlling International Volatility
Greetings! I trust that this will find you well and in good spirits. I am constantly reminded that we live in an ever increasing global economy. Economic events in other parts of the world affect our markets or vice versa. This seems more and more the rule rather than the…
Continue Reading Controlling International VolatilityTrue Investor Identity is Critical
Greetings! I hope this finds you well and enjoying life! The US economy continues to show signs of recovery. If our leaders in Washington could just get it together, I believe that the economy could well take off. At present I still have concerns about their ability to lead us…
Continue Reading True Investor Identity is CriticalMinimizing Taxes of Your Social Security Retirement Benefit
Greetings! I hope this finds you well and enjoying life! Did you know that you might have to pay federal income tax on your Social Security retirement benefit? If the only income you had during the year was Social Security income, then your benefit usually isn’t taxable. However, if you…
Continue Reading Minimizing Taxes of Your Social Security Retirement BenefitManage Income Taxes on Your Investments in Retirement
Greetings! I hope this finds you well and enjoying life! During your retirement years, it’s important to pay close attention to the income tax consequences of your investment decisions. If you receive a great deal of investment income when retired for instance, the taxation of your Social Security benefits may…
Continue Reading Manage Income Taxes on Your Investments in RetirementFirst Quarter 2015 Economic Review Video
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Continue Reading First Quarter 2015 Economic Review VideoIncome Planning
Greetings! I hope this finds you well and enjoying life! An important part of retirement planning is income planning. Having a structured process and system that consistently and reliability generates cash flow for day to day needs is imperative and one of the fundamental keys to successful finances in retirement.…
Continue Reading Income PlanningMarch 23, 2015
Greetings! I trust that this finds you well and enjoying life. It’s hard to determine when the stock market has peaked and it’s time to get out. It is likely even harder to know when the damage is over and it’s opportune to get back in. But making both calls…
Continue Reading March 23, 2015