Retirement income planning withdrawal strategy

What’s Your Retirement Withdrawal Strategy?

How important of a consideration are taxes in retirement? A recent study completed by the Employee Benefit Research Institute found that tax obligations rank third behind housing and healthcare as the leading retirement worries. And […]

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Retirement Planning For Couples

Retirement For Couples – It’s All About Teamwork

Many of you know my passion for beach volleyball. While I love casual matches, there’s always the desire to win. Getting serious about winning requires more than individual talent. Whether beach volleyball is your sport […]

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Sequence of Returns Risk

What is Sequence of Returns Risk? And Why Should I Care?

Whenever I’m teaching a class on building solid financial systems for retirement, I’ll ask if anyone has heard of sequence of returns risk. Typically, no more than one hand in the room will go up. […]

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