When it comes to spending down retirement assets, timing is everything. Your strategy will depend on where your assets are located, tax liability, and other considerations.
Women face unique challenges during these uncertain times, especially when making sure their retirement needs are addressed.
Social Security’s reserves are dwindling and may force changes to funding and benefits. Adapt your retirement plan accordingly.
Social Security uses flawed cost of living calculations that can leave you short in retirement if you don’t plan appropriately.
Sometimes major life events can cause you to reassess your retirement plans. A flexible financial plan should adapt to your timeframe, budget and income.
As we are thick in the middle of the warmer summer months, my French bulldog, Max, is getting lots more exercise – mostly because we can finally play (what seem like) endless games of fetch after work. And for the most part, I enjoy repeatedly tossing him the ball, over and over, especially after a […]
A couple Saturdays ago, Jill and I hosted a family party. Our home was full to the brim of grandparents, parents, cousins, nieces, nephews, aunts and uncles. I spent the day moving from group to group, chatting about our plans for the summer, laughing about old times and dissecting James Holzhauer’s historic success on Jeopardy. […]
Sunday mornings are always busy in the Cutter household. I allow myself to sleep to 6 a.m., exercise, then retreat to my home office where I succumb to deep thought and write our financial discussions for the week before we leave for church at 11. My girls have learned over the years if they see […]