What is it about?
App Store Description
You worked hard to get to this point in your life. Understanding the investment risks you are taking and how a bad market environment could impact your investments typically become a top priority at this stage in your life. Additionally, determining appropriate investment strategies for you could help ensure you are being properly rewarded for the risks you choose to take. We share with you some strategic options that could create more predictable returns with less volatility to achieve and maintain financial independence.
Retirement represents a fundamental shift in your life. In this phase, the main purpose shifts from growth and accumulation to preservation and income. Here, we share how you could align your portfolio with your income goals to support your desired lifestyle in retirement as well as the common mistakes you should avoid.
Smart Tax Planning:
Taxes can be one of the biggest challenges when it comes to preserving your income. Without careful planning, many retirees pay more in tax than necessary, without even realizing it. Order of liquidation, tax-efficient investing, retirement account exit strategies, tax bracket management, and charitable gifting are some of the strategic options a retiree could employ to reduce their tax liability, both in the short-term, as well as the long-term.
Preparing for Retirement:
Financial planning is really nothing more than determining if the road you are on is leading you to the destination where you want to arrive. To enjoy your ideal retirement lifestyle, you should have a comprehensive plan that addresses the following five areas: income, investment, tax, estate, and health care. Missing just one of these could be detrimental to your retirement. Proper planning is key and it is never too soon to begin.
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