There are two schools of thought on retirement income: one being investments, or probability-based, and the other being insurance-based strategies. Continue reading
Retirement Income: Total Return Portfolio
Tag Archives: Retirement Spending
Your Retirement Income Framework
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
Retirement Expectations & Spending Patterns
When are you going to retire? How much are you going to spend in retirement? These questions increasingly have become more complicated. A diminishing number of people actually plan to leave work and embrace leisure on a full-time basis. Many … Continue reading
Retirement Distribution Planning & Maximizing After-tax Wealth
Location, location, location. It matters when it comes to real estate. It also matters when it comes to the way you hold and invest your retirement savings. You cannot control what happens with the tax code, but you can control … Continue reading
Kevin Kroskey In The Press: “Rethinking Distribution Planning”
I was pleasantly surprised to see myself mentioned for contributions in an article in May’s edition of Financial Planning magazine on the topic of distribution planning. It has been my opinion that many advisors overestimate the degree to which expenses … Continue reading
