Our Blog

Billy and Akaisha Kaderli are now 68 years old and they retired over 30 years ago at the age of 38, with a little over $500,000 in their investments. Since then, they’ve used their investments...

Warren Buffett once said, “never ask a barber if you need a haircut.” But honestly, here at Streamline Financial we’re not salesy, and we’re not desperate to work with new clients. And actually,...

Here at Streamline, we usually model out different retirement withdrawal strategies or outcomes that could play out for our clients. Right now, we’re looking at historically low tax rates in our...

The Biden administration is proposing changes and, in this post, we’ll look at what they might mean for your retirement. The first one is only going to impact people who have assets totaling...