You work hard, love your family and juggle many demands on your time. You might be taking care of parents, kids, or both at the same time. Now that retirement is on the horizon, it's time to start planning for the comfortable, secure and stable future you've dreamed of.
There are endless options to navigate when it comes to retirement, but with us on your team, we will help you craft an easy, straightforward plan to make the most of the years ahead.You work hard, and you love your family, juggling many demands on your time. When you have a moment to ponder retirement, it's not in terms of hard-to-define "dreams and goals".
There are endless options to navigate when it comes to retirement, but with us on your team, we will help you craft an easy, straightforward plan to make the most of the years ahead.You work hard, and you love your family, juggling many demands on your time. When you have a moment to ponder retirement, it's not in terms of hard-to-define "dreams and goals".
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Michael Marsh is a CPA licensed in the states of TN, GA and AL. He has over 30 years of experience in public accounting, providing advisory services to the banking, insurance and investment fund industries. Michael has a BS in accounting and a BS in finance. He specializes in investment modeling and risk-based investment management for Marsh Wealth Management clients.
After years of saving your hard-earned dollars and knowing it has to last your lifetime, investing in the markets when you're retired can feel like putting all of your money on the roulette table and spinning the wheel. Red you win, black you lose. It's imperative to know how to restructure your investment portfolio to hedge your bets against the inevitable market up's and down's.
Healthcare costs are a huge disrupter in retirement - from the worry that sits in the back of your mind wondering how long your good health will last and then from the financial havoc that occurs if it doesn't last. Being armed with the knowledge of exactly what costs you'll be facing in retirement is a critical first step to understanding this "obstacle" and finding the appropriate solution that fits your circumstance.
You've worked hard and are looking forward to a relaxing, leisurely retirement. But it's easy to wonder how long your money will need to last. We're definitely living longer thanks to advances in healthcare and healthier lifestyle choices, so the need to sustain your lifestyle over a long time period is very real.
Did you know that all of your 401(k) and IRA account balances don't belong to you? It's true - since you haven't yet paid tax on it, part of your account is an embedded tax liability that belongs to Uncle Sam. For example, if you're in the 24% tax bracket, for every $10,000 in retirement savings you withdraw, you only get to spend $7,600 while the IRS gets the other $2,400.
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