The Adaptive 60/40 Portfolio
Expanding your portfolio beyond the traditional 60/40 allocation can help lower volatility even through market downturns and keep you on track with the income you need in retirement.
Charitable Remainder Trusts: Creating Income and a Legacy
Estate planning is about protecting the people you love after you’ve gone, and leaving a legacy so that you can continue to provide benefits for charities or causes you care about. We’ll discuss what a charitable remainder trust (CRT) is, how it performs as an income generation tool and how it becomes a lasting legacy.
Timing Social Security
Minimizing taxes in retirement is just as important as it is during your working life – but since the source of your income has changed, you need to deploy different strategies. We’ll take a look at what assets are taxed and how a thoughtful plan that incorporates timing your social security withdrawals and paying attention to how you rebalance your portfolio can reduce them.
Investing in Retirement: It’s About Avoiding Volatility
You’ve been saving and investing diligently and now retirement is finally here. You may be at the end of the working stage of your life, but the investing stage continues. Since you don’t have time to recover from big market drops, and a lowering of portfolio values may impact your income stream, avoiding volatility is one of the keys to preserving your assets.
