Matt Redding |
January 11, 2017 |
diversified portfolio, financial advisor, Financial Planning, Retirement Planning, Your Retirement
Recently, I had a potential client that was frustrated with their financial situation. They had a financial advisor for their stock and bond investments, a CPA doing their bookkeeping for their business, an attorney handling their estate planning, wills and trusts, and an insurance agent doing their life insurance. In large part, their frustration was trying to coordinate with these parties and get them all on the same page to formulate a cohesive plan that takes care of their needs today, tomorrow, and for future...
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Jon Sanchez |
January 5, 2017 |
diversified portfolio, Financial Planning, Income For Life
Most of us have assets that are of some value. It may be something as large as your home or as small as the tools in your garage. If you took an inventory of your assets and created a plan so each asset produced a steady flow of cash, you could have more income than you know what to do with! There are several tremendous ways to turn your existing assets into a cash flow machine. However, get ready to put in the hard work...
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Steve Feeken |
March 18, 2016 |
diversified portfolio, Income For Life, Index Annuities
The common rule of thumb many advisors use, for determining the adequate amount of income to withdraw from your retirement savings, is known as the 4% rule. It simply states that if you withdraw 4% income per year from a diversified portfolio and adjust periodically for inflation, you should have enough income to last your lifetime. This theory claims that market growth should outpace the income withdrawn and also offset periods of market decline to sustain your portfolio. Becoming popular in the early 1990s as...
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