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What’s The Right Time To Adjust Your Portfolio?
Risk and Rebalancing Your Portfolio
If you’re retired or you’re thinking about retirement – making sure that your portfolio doesn’t drift away from how it’s supposed...
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Is The S&P All I Need to Retire? Retirement Planning Investment Strategy For Retirees.
by Dave Zoller, CFP® | Jun 26, 2022
More than Risk Tolerance
I recently spoke with a prospective client who felt good about his investment strategy, but needed advice on tax efficient withdrawal strategy and creating his blueprint...
Two Critical Parts to Your Ideal Retirement
by Dave Zoller, CFP® | Jun 19, 2022
Retiring Well
When it comes to retirement, there are two things we need to get right in order to make this next stage of life the best it can be. The problem is that the entire financial...
Little Known Tax Strategy For Retirees. How She Saved 50k in Taxes.
by Dave Zoller, CFP® | May 30, 2022
No One Wants to Tip Uncle Sam
Most people want to pay the least amount of tax possible over their lifetime. There are a lot of different strategies to do so. Some tax-saving strategies are...
Married Couples Social Security Strategy: When You Start Could Have a BIG Impact
by Dave Zoller, CFP® | May 23, 2022
Maximizing Your Social Security Family Benefit
The date that you start Social Security can really impact the success of your and your spouse’s retirement plan. Not every married couple...