Tag Archives | Income Planning

Staying in the Stream – the Key to Fishing (and Investment) Success

Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of the markets and put investors in the best position to succeed. Market timing is not a reliable method for fishing, or investment returns. Fly fishing is a captivating […]

Read full story Comments are closed

Three Key Insights to Help You Improve Your Investment Results

I have been advising clients about investments for more than 30 years and much has changed in finance since my early days at Kidder Peabody & Co. in Philadelphia. The advances in financial theory and practice have been monumental. One reason for the advances is that cheap computing has made the study of financial data […]

Read full story Comments are closed

Social Security Benefits – Look Before You Leap

Key Takeaways The decision of when to begin receiving benefits is a very personal one and there is no “one-size-fits-all” solution. Electing to begin benefits at the earliest age of 62 could mean you will receive 25% less than your full retirement benefit for the rest of your life. Your benefit will increase by 8% […]

Read full story Comments are closed

“Now that I’m Retiring – How do I plan for distribution?”

Your retirement:  How  far into the future should I plan? The good news is that, statistically, you’re going to live for a long time.  The bad news is that, statistically, you’re going to live for a long time.  The average 65-year-old American can expect to live for over 19.2 additional years. (Source: National Vital Statistics Reports, […]

Read full story Comments { 0 }