Income Planning

The goal of retirement is to live off your assets ... not on them.

It’s been made clear: you will be responsible for the largest percentage of your income in retirement, more so than any other generation. As pensions get shut down, and as Social Security reserves continue to decline – finding ways to supplement income in retirement is becoming one of the most important aspects of financial planning. Despite this added burden, proper income planning will allow you to live comfortably, and live the life you envision, in retirement. We provide you a host of strategic options and actionable ideas that can help provide you a steady and predictable stream of income in accordance with your retirement lifestyle goals.

Epic Insights

Understanding Risk
Jul 9, 2025

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.

Market Update – America Gets Record High Stock Prices for Its Birthday
Jul 7, 2025

As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”

Retirement Planning Birthday Milestones
Jun 20, 2025

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.

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