by Jennifer Taylor | Dec 18, 2018 | Blog, Retirement 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... 
by Micah Porter | Nov 21, 2018 | Blog, Retirement Planning
When it comes to our own personal financial plans, we tend to think of risk as a bad thing. You avoid things that are risky, and the safer a plan is, the better. But risk is foundational to finance. Risk is a key driver of interest rates and investment returns and... 
by admin | Aug 16, 2018 | Blog, Near Retirement, Retirement Planning
A pretty common stereotype when it comes to retirement is the overworked, underpaid worker who would retire immediately and pursue the Island Life if they only could. And while I have worked with some clients whose immediate answer was “tomorrow” when I asked when... 
by admin | Aug 3, 2018 | Blog, Near Retirement, Retirement Planning
In a previous post, I took a look at Medicare Parts A & B, which cover many types of inpatient care along with what are generally defined as medically necessary services. In this post, I’ll examine Part D, which is the portion of Medicare that covers prescription... 
by admin | Jun 27, 2018 | Blog, Near Retirement, Retirement Planning, Tax Planning
The IRS not only wants you to pay what you owe but in many instances, they don’t want you to wait until the end of the year to do so. If your primary income is a salary from an employer, this is pretty simple. Just make sure you get your withholding correct, and you... 
by admin | May 24, 2018 | Blog, Retirement Planning
Early on in my career, clients would ask where I thought the market was headed, and I felt obliged to answer these questions on market movements. Valuations were high, I would explain, or I might point to the most obvious risks in China, or with U.S. interest rates or... 
by admin | Apr 6, 2018 | Blog, Federal Government Employees, Near Retirement, Retirement Planning
Several weeks ago, I worked with a couple who wanted to retire early. At first glance, they seemed well situated to do so, as they had both worked as teachers for decades and they would thus both have a healthy pension. However, when I put together the plan, I found... 
by admin | Mar 28, 2018 | Blog, Emory Employees, Federal Government Employees, Retirement Planning
I recently completed work with a client who was considering switching jobs. It was an interesting case, as the switch involved moving from a job with a pension plus a 401k-like retirement plan to a job with either a pension or a 401k-type plan. The primary question... 
by admin | Mar 14, 2018 | Blog, Near Retirement, Retirees, Retirement Planning, Savings, Tax Planning
In last week’s post, I covered a few things you should consider in setting up withdrawals from your portfolio in retirement. One of the considerations was planning for taxes, and more specifically, how you can impact your tax liability from year-to-year by choosing...
