Category Retirement Planning

How much do you need in retirement?

How Much Will You Need in Retirement?  One reads that required retirement income is 60-80% of pre-retirement income. However, given the increased time available for leisure and travel, it is not difficult to imagine income requirement equal to or greater than pre-retirement. Clearly there is a difference between essential and discretionary expenses. The traditional approach […]


Overview This educational material is not intended to push you into becoming a do-it-yourselfer. Almost everyone can benefit from going to a reputable fee-only financial planner to help them develop a plan and set an initial asset allocation consistent with objectives, risk tolerance and constraints. The information that will be discussed should help you become a […]