Don’t Set and Forget Your Retirement Income
A dynamic income strategy can provide you with the flexibility you will need throughout your retirement, rather than enslaving you to an inflexible formula.
Budgeting for Retirement
Budgeting for retirement requires you to think differently about income, expenses and what the future holds. Are you taking into consideration everything you need to make sure you retirement is comfortable?
What Returns Should We Expect?
They say that hindsight is 20/20, but in the financial industry, hindsight only gets you so far. And unfortunately, we do not know what the future will bring. Sure, back…
Knowing, And Then Reaching, Your Target Number
Over school vacation, all the Cutters went to Naples, Florida, to see Jill’s folks. Naples is definitely a retirement community. After observing and participating in all the golf, sunshine, exercise…
Household CEOs—Pay Yourself Regularly!
The Chief Financial Officer (CFO) of an organization is a corporate officer primarily responsible for managing the financial risks of a corporation. This officer’s duties also include financial planning and…
Think Medicare Has You Covered? Think Again.
Recently, Greg and his wife, Laura, came to see me. They are from North Falmouth. They were referred to me by their accountant, who advised them to seek out some…