Tag Archives for " Accumulation Season "
Seven Reasons To Have A Different Type Of Financial Advisor In Retirement
It isn’t your grandparents or even parents’ retirement. With expanded life expectancy, there is potentially 25 to 30 years in the fall season. It is rare that you will “live off the principal”
Continue readingIs A ROTH Conversion Right For You? – Four Considerations To Help You Decide
The decision to convert part or all your traditional IRA to a Roth IRA depends on several factors, including your current and future tax situation, legacy aspirations, financial circumstances and time
Continue readingDeclaration Of Financial Independence
As we celebrate our Nation’s independence this month, the price that is paid to protect it, our responsibilities to uphold it, and the blessings we receive because of it, I want to share how to take
Continue readingThe Trail, The Flood And My Quest For A New Route – Parallels For Your Retirement Journey
My family has a cabin in a small hamlet outside of Estes Park. For over 40 years, we have spent time gathering with friends and family, and exploring amidst the granite rocks, pristine lakes, and whispering
Continue readingThree Pecuniary Power Plays
Does thinking about your financial life in retirement cause you angst? You may have plenty of it, or you may feel you are lacking. Yes, fundamental sustenance is paramount, above that – it is
Continue readingDoing Your Dollars Differently
We are on the cusp of spring. Daffodils and crocuses are pushing their way through the hard packed earth. While we are still experiencing an economic Fall, where inflation remains entrenched, markets
Continue readingRetirement Mindset – Five Elements Of Financially Flourishing
You have crossed over the proverbial finish line of retirement and you are doing it in the Roaring Fork Valley. You set your financial goals, and your advisor says you have the resources to sustain your
Continue readingDeath Of The “Stretch” Four Ways To Optimize Options.
Do you have an IRA or employer sponsored plan? The recent changes made under the SECURE Act will have an impact on you. The Senate voted on the Secure Act “Setting Every Community Up for Retirement
Continue readingEpisode 42 — How To See Beyond The Tip Of The Iceberg In Your Fall Season
What do icebergs have in common with your financial life? In this episode, Danielle Howard discusses how your financial life during your fall season is similar to an iceberg. As you will soon learn, the
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