Navigating the landscape of retirement savings can be complex, especially for high earners with sizeable assets and significant retirement goals. Read more…
Planning for Retirement: 10 Steps to Take in Your 60s
If your 20-year-old self could see you now, they may not believe that retirement is finally within reach. Read more…
Planning for Retirement: 8 Steps to Take in Your 50s
As you enter your 50s, the idea of retiring one day starts to become more of a reality than a fantasy. But your working years aren’t behind you quite yet, even if your retirement age feels so close you can taste it! Read more…
Planning for Retirement: 7 Steps to Take in Your 40s
Making a plan for retirement is about more than maxing out your 401(k) contributions and taking advantage of employer matches—although that’s a good place to start. Read more…
Planning for Retirement: Steps to Take in Your 20s and 30s
A quick note before we dive in: I'll be using the words "retirement" and "financial independence" throughout this article as they have become essentially interchangeable with each other. Younger generations tend to avoid the word "retirement", however. They prefer "financial independence" as their Read more…
Money Moves You Should Make With a Salary Over $100k
According to Fidelity, if you want to retire comfortably, you should have eight times your annual salary saved by age 60 and ten times by age 67. Read more…
The Way We Compare Retirement Savings is Broken: Here’s Something Better
Am I on track? No matter the person, their stage in life, or their level of success, this is the ultimate question I hear as a financial advisor. What they specifically mean by ‘on track’ can vary by person, but most are curious to know if they have saved enough to retire comfortably. Read more…
Retirement Planning for Couples with an Age Difference
Retirement planning can be a daunting task with multiple factors to consider. A spouse will always play a significant role in this aspect of life. Given the recent trends when it comes to dating and marriage, a growing number of couples are finding themselves in a relationship with a notable age Read more…
How Backdoor Roth Conversions Work
Roth IRAs are an essential part of a diversified retirement plan. The most significant benefit of a Roth IRA is its potential to deliver massive tax savings over time. Read more…
