Retirement Planning

Retirement is the only time in your life
when time no longer equals money.

Our comprehensive approach to retirement planning utilizes some of the most advanced interactive web-based technology in the field of financial planning.  This allows us keen insight into whether your current retirement strategy, or one that we tweak and improve upon, provides the higher probability of success. As no roadway is ever a straight path, and many maps tend to become outdated, we will provide mile-marker check-ups and make adjustments as needed. Our retirement planning process and thorough analysis allow you added confidence in knowing that you are always on the right road to your own retirement.

Epic Insights

Market Update – The Correlation Comparison: Years That Resemble 2024
Jan 17, 2025

Outsized returns, record highs on nearly a weekly cadence, and low volatility were three major themes of price action in 2024. The S&P 500 posted a total of 57 record highs, marking the fifth-highest number of new highs in a calendar year since 1950. Furthermore, the CBOE Volatility Index (VIX) averaged only 15.5 on a … Continue reading “Market Update – The Correlation Comparison: Years That Resemble 2024”

A Decision Not Made is Still a Decision
Jan 15, 2025

Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security, especially when it comes to retirement planning. Let’s review some of the forms this takes.

Tax Efficiency in Retirement
Jan 13, 2025

Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 73. However, if you have saved and invested much of your life, you may also end up retiring at a higher marginal tax rate than your current one. Tax … Continue reading “Tax Efficiency in Retirement”

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