Video: What is the appropriate withdrawal rate?
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is the appropriate withdrawal...
Video: Can My Portfolio Survive This Time of Uncertainty?
Tariff wars with China, COVID 19, elections… What does this mean for my retirement portfolio? Tune into find out from Gabe and...
Video: The Upcoming Election and Retirement Portfolios
How will this election affect my retirement portfolio? What happens if Joe Biden gets elected? What if Donald Trump stays in office? Tune in for insights from Financial Advisors Gabe Lapito and Ryan...
Health Insurance in Retirement: What do I Need to Know?
“Health insurance in retirement continues to be one of the primary questions and concerns we hear about in retirement planning, especially when retiring before 65 and Cobra becomes available. We have worked hard to understand the system and are ready with...
Is an IRA the right solution for you?
Saving for retirement can be done in a variety of ways. Some people have a 401k or pension setup with an employer, but the most popular way for an individual to save for retirement is with an “IRA”. Today we want to take a high-level look at an IRA and answer a few...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
