Albus Dumbledore could have given sage investment advice. He was an incredibly wise man. Fictional, yes. But his character could give wise investment advice that many should strive to incorporate in their approach to saving for the future. Here are four key pieces of … [Read more...] about Dumbledore’s Investment Advice
Social Security
Direct Indexing – simplicity and control
One of the biggest fears that people have with money is running out of it. It doesn’t matter if you have a lot of money or a little. Running out of money is anxiety shared by many. Think for a minute, do you or someone you know still hide cash at home? Why do you think so many … [Read more...] about Direct Indexing – simplicity and control
How do I pick the best strategy for creating income during retirement?
Figuring out which retirement withdrawal method to use can be a challenge. If you make a mistake, you might run out of money during retirement. If you can answer the three questions I list in this video, you will have made the right choice. … [Read more...] about How do I pick the best strategy for creating income during retirement?
The Systematic Withdrawal Plan for Retirement Income
The Perfect Plan Imagine retiring and having a perfectly efficient plan for using your money. A plan that allows you to have enough money to last as long as you live. And a perfect plan that enables you to use every penny that you have before you leave this great big blue and … [Read more...] about The Systematic Withdrawal Plan for Retirement Income
Building a retirement income floor with Social Security.
Building an income floor is the most crucial concept for a retiree to understand. The number one risk that you face in retirement is longevity. Income flooring will enable you to be assured that no matter how long you live, you will not run out of money in retirement. … [Read more...] about Building a retirement income floor with Social Security.