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Documents Needed For Your Retirement Plan
RetirementDocuments Needed For Your Retirement Plan In a recent blog post titled, “At What Age Can I Retire,” I discussed the process of visualizing your retirement as the first step towards having a solid retirement plan. Now that you know how you would like to spend your retirement, the next step is to determine if […]
How Conservative Should I Be As I Get Closer To Retirement?
RetirementHow Conservative Should I Be As I Get Closer To Retirement? Money management guru and famed financial presenter Robert Kiyosaki is often quoted as saying “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” His statement is […]
What’s The Difference Between Passive And Active Management?
InvestmentsWhat’s The Difference Between Passive And Active Management? With the ultimate goal of achieving high returns, investors choose between active portfolio management and passive portfolio management. While these terms may sound unfamiliar to you, they are broad concepts that are easy to understand. So what is the difference between passive and active management? Both active […]
At What Age Can I Retire?
RetirementAT WHAT AGE CAN I RETIRE? I once worked with a client in San Diego who retired from his county municipality job after working there for 30 years. He was in his early 50’s, owned a few rental properties and had elected to start drawing on his pension plan to fund his early retirement. Right […]
Understanding Different Types of Annuities (and 3 Smart Questions to Ask)
401Ks and IRAsUnderstanding Different Types of Annuities (and 3 Smart Questions to Ask) Americans are faced with many options when it comes to saving for retirement and wading through all of these choices can be a daunting task. There is no one-size-fits-all plan when it comes to how you should manage your savings, and maximizing your own […]
Should I Take Social Security Early?
Finance & accountingShould I Take Social Security Early? Social Security is a vastly important benefit for those 63 million people headed towards their golden years or already reveling in them. Unfortunately, it’s also an exceedingly complex process with varying degrees of comprehension and law surrounding it. Many Los Angeles and San Diego citizens hold just a rudimentary […]
What’s A Safe Withdrawal Rate In Retirement?
Finance & accountingWhat’s A Safe Withdrawal Rate In Retirement? For those nearing retirement, there are a number of important aspects to take into consideration. You may be wondering if you should cash in on Social Security, making the transition into fiscal conservatism. You may also be familiar with the concept of Safe Withdrawal Rates (SWR), but don’t […]