Probably one of the most important questions I get, or some variation, is how much income do I need at retirement and how much savings will I need to support that amount? You will hear a common rule of thumb of 70% of your current income. As with all rules of thumb, some are good [...]
Remember retirement is an adventure, not a destination. That was the mantra I learned riding motorcycles years ago. We spend a lifetime working and investing to reach our retirement goals. Once we are retired, our investment strategy doesn’t stop. You may need to refocus but it’s not the endgame. You are now in a phase [...]
No matter what your age or how much money/wealth you’ve accumulated, you need an estate plan to protect yourself, your loved ones and your assets- both now while you’re still active as well as after your death. Understand the essential before you plan: Will: A will simply provides instructions for distributing your assets to your [...]
