Our Blog

Negative Social Security Surprises That Some Get Caught Off Guard By in Retirement

A lot of people can overlook these two things related to social security, and doing so can negatively impact your retirement and cause unwanted surprises. A lot of clients aren’t too worried about running out of money, but they do realize there are a few optimizations that they can make to their investment plan, their income plan, and their tax plan that can add up to make a big difference in dollar terms for them.

How Retirement Changes for High Net Worth Retirees

High net worth investors often use strategies that allow them to quadruple the value of their investment alpha. Alpha really just refers to the excess return earned on an investment above the benchmark return. The way these investors pull this off is by focusing on tax planning and achieving alpha via tax savings, instead of just worrying about investment performance.