Based on your detailed cash flow and net worth projections (aka "financial modeling"), we help answer your question "am I on the right track for retirement?" You may no longer receive a paycheck yet you still have dreams and expenses. Yesterday's approach to retirement -- living off of dividends, interest and a pension -- is no longer a viable option for most retirees.
Annuities are costly and inflexible. The traditional approach of managing a portfolio has disadvantages. Enter the matching approach. Let us show you how how creating the Matching Bucket and the Growth Bucket can provide security, peace of mind, and long-term financial independence during good and bad markets.
Annuities are costly and inflexible. The traditional approach of managing a portfolio has disadvantages. Enter the matching approach. Let us show you how how creating the Matching Bucket and the Growth Bucket can provide security, peace of mind, and long-term financial independence during good and bad markets.
Services
In delivering fee only financial planning and financial advice where he acts as his clients' personal CFO, Steve combines his multi-disciplined background with his continual passion to learn, a willingness to align himself with talented individuals, and -- most importantly -- a genuine concern for his clients, their families, and their communities.
We review your current asset allocation and investment choices across all your investments and discuss any hidden fees that you may be paying. Getting clarity on your estate planning documents and beneficiary designations is critical - it is too important to ignore. Having the right amount of insurance determined by an objective review will help protect your assets without overpaying for insurance that may be "sold" to you.
Whether you are several years from retirement or on the cusp of retirement, you are focused on making critical decisions that will impact your future. You may be at the peak of your career and still trying to balance living for today while planning for a retirement that is 10 years out. We can help you.
Should we count on Social Security benefits when we plan for retirement? Yes, but there are caveats. Is the Social Security funding in trouble? Yes, but sensible legislation can and will be passed to shore up this important part of retirement for generations to come. While high inflation and inflation shocks are generally not desirable, higher inflation does not necessarily bode ill for the stock market.
We cover the goals of the retirement podcast, upcoming content, and general format. Learn more about the hosts of this podcast and why they are passionate about financial planning. The retirement period can be an amazing period in one's life. Although the word "retire" means "to withdraw", that is the last thing you want to do in retirement.
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