We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

How to Build a Retirement Plan That Actually Fits Your Life

Radon discusses what really happens inside a personalized retirement financial plan, walking through the exact process our Director of Financial Planning and Tax Strategy, Taylor Wolverton, uses with every new client. This episode is built for anyone thinking seriously about financial planning for retirement, whether you’re still working, already retired, or somewhere in the middle trying to figure out how to retire without losing sleep over the numbers.

How to Build a Retirement Plan That Actually Fits Your Life

Our Director of Financial Planning and Tax Strategy, Taylor Wolverton, walks new clients through a projection process built specifically to answer this question with math instead of anxiety. I want to use one example she works through often, a hypothetical couple we call Bob and Sally, to show you exactly how that answer gets found, and why the answer sometimes surprises the people hearing it.