Aug 26, 2021
Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.
Aug 5, 2021
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, "how to" guides, and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation,...