The Goldilocks Paradox: Enough Savings for Retirement
The Goldilocks Paradox: Enough Savings for Retirement Do you know how much money you should be saving for retirement? As a financial advisor, you probably expect me to have that …
Enough Money to Retire Yet
Boat Shopping and Retirement Savings: Do I Have Enough Money Yet? My family and I recently returned from our annual summer trek to Minnesota, where we take time off from …
Tax Free Retirement
Is There Such Thing as a Tax Free Retirement? “I’m going to sell my house and buy a condo on the beach!” “I’m going to buy my dream car!” “We’re …
Secure Act Changes to Retirement Plans
The most sweeping legislative tax or retirement reform in over a decade became active on January 1st, 2020. For some, it may help prepare for retirement, but for others, it may not have a positive impact at all. Those that will be hurt the most are likely those that don’t understand the new changes and how to adjust. As with any change, The SECURE Act may reveal new opportunities with a new retirement strategy.