Broker Check

At or In Retirement Challenges

Taxes

Now that you're retired you may be thinking that your money is positioned as it is and there isn't much you can do as far as tax planning goes.  Don't fall victim to that thinking.  Taxes could be the largest single drain on your retirement resources if you allow it.  Working with your legal and tax advisors, we may be able to give guidance on some long term tax issues that you may not be taking into consideration currently.

Taxes

Taxes

With a declining workforce and an aging population, the government's own accountability office admits taxes in the future will have to double in order for government programs to survive.

Watch Video
Standing in the Tax Line

Standing in the Tax Line

Compounding interest in a taxable investment account creates an increasing tax.

Watch Video

Misinformation

By definition, it is not possible for you know what you don't know.  And to add to the problem, everything you know, you think is the truth.  Unfortunately, there are a lot of people and industries that profit handsomely from our ignorance.  It is imperative that you learn the truth if you want to have a successful retirement.

An Uneasy Awareness

An Uneasy Awareness

Many Americans are faced with the most critical financial challenges of their lives.

Watch Video

Inflation

You probably have not given a lot of thought to this until lately, but this will continue to present many challenges to you throughout your lifetime.  It seems confusing.  You hear that inflation is low but to fill your grocery cart it costs 2-3 times what it did a decade ago.  Something doesn't seem right.

<p>Inflation & Your Money</p>

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.
Learn More
<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn More
Lazy Money

Lazy Money

Assets earmarked for retirement in money market accounts, checking accounts, savings accounts, or even CDs can be greatly impacted by inflation.

Watch Video

Debt

If you brought debt into retirement you have a major challenge ahead of you.  You are still going to have some major capital purchases in retirement and you need to know that it's how you pay for these things that will make the biggest difference in your retirement lifestyle.

Did You Know?

Did You Know?

You finance everything you buy.

Watch Video

Changing Demographics

One issue that few are talking about but could be one of the biggest challenges to your retirement if you're not prepared is the changing demographics that are occurring right now and will continue unabated.

Have a Question?

Thank you!
Oops!