When we look at our investment accounts, it can seem so unpredictable these last few months, and really this whole year. They go up and they go down, there’s big swings in the market, there’s an upcoming election, and it just seems like a lot of uncertainty out there. And you might be wondering if you’re doing the right thing. A lot of people are thinking that as they’re seeing these ups and downs in

The Three-Bucket Strategy

Posted by Dave Zoller on  6:55 pm
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Category: Investment, Retirement
There are quite a few different retirement withdrawal strategies out there and in this video I’m going to be going over the Three-Bucket Strategy. When using a strategy like this one, I’ve seen clients able to handle and move through bear markets or big corrections, like the one that we’re currently in, a little bit easier than those people who do not have a plan or who did not prepare for moments like this. And
How will the 2020 election impact my retirement if Trump or Biden wins? We’re seeing more and more news every day around the 2020 presidential election, what this means for the economy, and what it means for our investments. And I’m hearing more questions from clients around this topic and how it might affect their retirement and investments. I want to give you some thoughts on preparing yourself for different potential outcomes. The big question
There’s so much uncertainty happening in our world right now; in our country, in the stock market, and in the economy. But there are still things that you can be doing right now to set yourself up for success in retirement. In this post, I’m going to go over three things specifically to be thinking about and to do so that you feel a little bit better about your plan and then feel a little

The One-Page Retirement Plan

Posted by Dave Zoller on  3:08 pm
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Category: Investment, Retirement
The One-Page Retirement Plan When most people think of a retirement plan, they think of an extensive and detailed spreadsheet that includes every single dime and circumstance that will be involved in life after retirement. People with a lot of assets get overwhelmed thinking about the many loose ends to tie up. People without a lot of assets get overwhelmed by the fear of running out of money.  No matter how you picture retirement, there