HIGH NET WORTH Retirement Planning Resources provides personalized financial strategies to optimize wealth preservation and growth. NEAR OR AT RETIREMENT RPR works closely with clients to create a customized retirement plan, considering factors like income sources, expenses, & lifestyle goals. Trustwor...
Based on the excellent research done by the Trinity Trio, we have great data to use for planning an early and extended retirement. By digging deeper into the data, we know we can safely plan on a 4% initial withdrawal rate to determine our retirement number, as well as make plans to bo...
it’s too expensive at their points in life, and they have young children and demanding jobs. They are neither time independent nor financially independent yet. But I am, so I have the time to plan the meetings, handle the Zoom scheduling, and to document...
For those new to investing, starting with a diversified portfolio can help mitigate risks. It’s essential to do thorough research or consult a financial advisor to understand the investment options and choose those that align with your risk tolerance and retirement goals. Remember, investing is no...
Each year they plan a special trip, with volunteering at its core. “Volunteer work, when done full-time, even if it’s just a week at a time, is the best thing we’ve ever done,” says Stan. “Living in the communities, working every day with the people, has provided us with th...
Think about whether you plan to include any charitable giving to meaningful causes. Make sure your wishes are clearly written so that your plans can be realized. My wife and I have recently collaborated with our financial advisor to create both an estate plan for charitable giving as well as ...
Live for Today, Plan For Tomorrow. DAVID RAE, CFP®, AIF® is a Los Angeles-based retirement planning specialist,a regular contributor to Advocate.com, Forbes.Com, Huffington Post and a financial advisor helping smart people across the USA. ...
How Much Does It Cost? There are a lot of factors that go into calculating the price of a CCRC. The cost varies depending on factors like geographical location, apartment floor plan, the level of care you need and the type of contract you choose. But because there are multiple options de...
income in retirement. Financial advisors are often not transparent about the fees they charge and what they cover. Many retirees are in for a surprise when they look at their account statements and realize how much of their hard-earned money is going to unnecessary and hidden advisor fees. ...
I take care of a variety of clients, but I have found that my services are best suited for people at or near retirement. As an independent Michigan Financial Advisor, I can work with you to find you quality solutions to meet your goals, needs, and objectives. Let's discuss your ideal ...