Key Retirement Dates You Should Know

Key Retirement Dates You Should Know

Although we think of retirement as a specific point in time, it is really a process. This process has key retirement dates that begin just before age 60 and end just after you turn 70. Understanding what those milestones are is vital in determining when you can...
Attribution Analysis – Assessing Investment Decisions

Attribution Analysis – Assessing Investment Decisions

In my most recent post, I began looking at how to determine how your portfolio was performing. For most investors, the primary aim is that their portfolio earns a long-term return that is high enough for them to meet their financial goals. We determine this target...
A Financial Planning Checklist to Start the New Year

A Financial Planning Checklist to Start the New Year

The New Year offers an opportunity to take care of financial housekeeping and making slight adjustments can be necessary given IRS-driven changes. Here is a financial planning checklist to walk through at the beginning of a new year: Update your withholding – if...
Retirement Income Planning

Retirement Income Planning

I’ve written about retirement income planning before, and at first glance it should be pretty simple. The idea of figuring out what expenses you’ll have and then lining up your sources of income and funds seems straightforward. In many instances though, it’s not, and...