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
0
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
These 5 mini-plans make up every successful retirement plan. A retirement plan is not something to take lightly. What you put away now, and where you put it, can greatly impact how much security you will have later on in life when you are looking to retire. When developing a retirement plan, there are a lot of aspects to consider. What will your income look like? How will taxes play into it? What happens if