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Three Things You Can Do Now To Cut Taxes In Retirement
Taxes are likely to be one of your largest retirement expenses and they may be on the increase in the future. But you can take steps to reduce them so that it’s not as bad in your retirement...
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How Much Do You Need To Save To Retire?
by Dave Zoller, CFP® | Jun 22, 2021
Do you know how much you need to save in order to retire with an income of $100,000 per year? By the end of this post, you’ll have a good idea on the answer to that question. Then you’ll be able...
They Retired on $500K 30 Years Ago
by Dave Zoller, CFP® | Jun 22, 2021
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...
Don’t Let These Two Social Security Surprises Hurt Your Retirement
by Dave Zoller, CFP® | Jun 21, 2021
When it comes to Social Security, there are two things that often catch people by surprise and can make an impact on how much benefit you receive. In this post, I’m going to give you some...
Do I Really Need A Financial Advisor?
by Dave Zoller, CFP® | Jun 21, 2021
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,...