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

Feb 7, 2025

The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American Exceptionalism more broadly. To answer that question, it’s important to look at this idea holistically.  U.S. advantages in … Continue reading “Market Update – AI Advances and Tariff Tactics”

Feb 5, 2025

Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. Without beneficiaries what happens to these accounts and policies when the original owner dies?

Feb 3, 2025

What Is DeepSeek? The buzz around Chinese artificial intelligence (AI) startup DeepSeek began to stir over the weekend, prompting a “sell now ask questions later” attitude across tech shares on Monday. AI has been a major investment theme, but this time the headlines didn’t feature new chips or bold development plans. The AI chatbot utilized … Continue reading “Market Update – DeepSeek What Happened and What are Implications?”

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