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Optimize withdrawals from your retirement savings by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Optimize withdrawals from your retirement savings

How you take withdrawals from your retirement and other savings can influence your tax payments, Medicare premiums and how long your savings last. The best withdrawal..

By: Tom Roberts CFP®, MBA

Tags: Retirement, Retirement Income, Withdrawals

Posted: 06/20/2017

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Reducing your income risk is crucial when investing by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest..

By: Tom Roberts CFP®, MBA

Tags: Investing, Retirement, Income

Posted: 06/20/2017

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Lakewood Ranch financial planner looks at costs of health care in retirement by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Lakewood Ranch financial planner looks at costs of health care in retirement

It is no secret that health care is expensive. For most of us, annual health-care costs increase as we get older and threaten to become our largest expense item...

By: Tom Roberts CFP®, MBA

Tags: Healthcare Costs, Retirement

Posted: 06/20/2017

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Two Big Reasons to Watch Your Investment Fees Like a Hawk by Catherine Hawley, CFP® in Monterey CA

Two Big Reasons to Watch Your Investment Fees Like a Hawk

John Bogle, the founder of Vanguard, once said: "In investing, you get what you don't pay for." That may sound strange, but it’s true. In fact, minimizing..

By: Catherine Hawley, CFP®

Tags: Investments, Investment Accounts, Retirement Accounts, Retirement Investments, Fee-only Adivsor, Investment Fees

Posted: 04/21/2017

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What Color Is Your Parachute for Retirement by Michael Ciaciuch, CFP®, AIF® in Bay City MI

What Color Is Your Parachute for Retirement

Like “Younger Next Year” and “Don’t Retire – Rewire,” this book addresses the lifestyle side of retirement. I will reference..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 02/24/2017

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Paralyzed by Fear or Uncertainty? Make a Plan! by Didi Dorsett in Historic Occoquan VA

Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..

By: Didi Dorsett

Tags: Financial Planning, Plan, Emergency Fund, Retirement, For Consumers

Posted: 11/03/2016

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A Different Take on Retirement Planning by Catherine Hawley, CFP® in Monterey CA

A Different Take on Retirement Planning

I think it's safe to say that we all have the goal of one day reaching financial independence. That is, the point at which we have enough money in savings and investments..

By: Catherine Hawley, CFP®

Tags: Saving, Spending, Retirement Saving, Retirement Spending, Retirement, Retirement Planning

Posted: 09/07/2016

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