Year: 2019

Taxes In Retirement Blog

What Taxes Do You Pay In Retirement Accounts?

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  retirement, taxes
Retirement planning includes formulating a strategy for how your retirement income will be taxed. Retirement income can be taken from many sources that have different tax implications.   A tax efficient withdrawal strategy helps maximize your retirement income. Types of Tax Before we look at the accounts themselves, it is important to have an understanding of…
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Case_For_Downsizing_Blog

The Case for Downsizing

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  housing, retirement
As you near retirement you will be required to make many important and sometimes irrevocable choices. Retirement housing decisions are among the most important. Should you payoff your mortgage prior to retirement?  What are you going to do with your home once you retire? Is it wise to stay in your house, or would you…
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Comprehensive Financial Planning

The Difference In Comprehensive Financial Planning

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  comprehensive planning
Financial planning is a diverse field.  It uses economics, finance, law, communication, psychology, and so much more to help promote balance, independence, security, and joy in one’s financial and personal life. Sometimes financial planning engagements take the form of a short project, an event, or an answer to an important question related to one or…
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Take Your Retirement Budget For a Test Drive

Take Your Retirement Budget For a Test Drive

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  budget, retirement
So many people underestimate the amount of money they will need to maintain the lifestyle they want when they retire. Most of the practices we employ for retirement savings are based in the hypothetical: budgets, spreadsheets, and goals. Why not make the intangible tangible by testing out your retirement budget to see how it works.…
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