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Tag Archive: retirement planning

4 Essentials Every Retirement Plan Should Consider

John Gill

A mere six years after one of the most devastating recessions (2008) in U.S. history, which destroyed many Americans’ retirement plans, I frequently saw new clients who had forgotten about the losses their portfolios took during the early 2000s. I believe it’s important not to forget what a 20, 30, or 40 percent loss feels like in your portfolio. Why? Because another market loss can easily occur during your retirement years. When you enter retirement and begin withdrawing income to live on and not simply...

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Don’t Run Out of Money in Retirement

Dolph Janis

Have you ever awoken at night and started worrying about running out of money when you’re in or entering retirement? Does the fear of losing what you have saved for retirement due to changing markets concern you? If so, you’re not alone.  A large number of baby boomers have this feeling on a daily basis. I have been working with clients for over 11 years, and these concerns are brought up in just about every meeting or conversation I have with clients. When looking at...

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