Welcome To Our Blog
Roadmap to Retirement: Obstacle #7 – Tax Risk
Takeaway: Pay Now or you’ll Pay Later Road construction warnings often result in delays and the to find viable alternative routes. When it comes to taxes and your retirement income, the potential for
Roadmap to Retirement: Obstacle #6 – Healthcare Risk
Takeaway: Expect the unexpected Even with the best preparations, there are still unexpected costs that happen during your travels. Sometimes you get a flat tire, or a warning light comes on that needs
Roadmap to Retirement: Obstacle #5 – Social Security Risk
Takeaway: Choose wisely. How could your Social Security benefit be a risk? Fair question. Many people assume that there is *one* Social Security claiming strategy that equally applies to everyone. In fact, a
Roadmap to Retirement: Obstacle #4 – Withdrawal Rate Risk
Takeaway: Making money last While progressing along in your retirement journey, it’s critical not to drain your retirement tank too quickly. Which naturally raises an important question: how much should you withdraw from
Roadmap to Retirement: Obstacle #3 – Sequence of Returns Risk
Takeaway: Timing is everything. Has your timing ever been off? Maybe you’ve been driving and hit every red light on a stretch of road? That’s typically me on my way home from work.
Roadmap to Retirement: Obstacle #2 – Inflation Risk
Takeaway: Same money, less buying power. If you’ve shopped at the grocery store, fueled up at the pump, or had work done at your home, you have experienced first-hand that the prices of
Roadmap to Retirement: Obstacle #1 – Longevity Risk
Takeaway: Longer life, bigger risk. Pretend you are driving down a long, desert road with no gas stations in sight. Suddenly, you look down and realize your fuel gage isn’t working. A flood
Roadmap to Retirement: Getting Started
Takeaway: You need a retirement goal (and a plan) Have you ever decided to take a vacation and just got in your car and started driving, without knowing where you were going? Probably
The Coronavirus: 4 Things to Keep in Mind
Unless you’ve turn off your phone and avoided grocery stores to notice the surprising lack of toilet paper, you’ve undoubtedly heard about the coronavirus (or COVID-19). While the government, businesses, and individuals continue
Are You on The Right Path to Retirement?
Have you ever received bad directions? You knew where you wanted to go, but you weren’t sure how to get there. So, being the thorough type, you type the address into your GPS
Our Blog Manifesto
We are excited for the opportunity this blog provides us to share information and inspiration for a life lived well. From developing the Right Financial Plan for You to ideas for making the
Give Us a Call to Schedule A Complimentary Consultation.
Call Toll Free: 877-313-4080
Home Office:
1407 Stephanie Way
Suite C
Chesapeake, VA 23320
Richmond Office
Regus Offices – West End
3900 Westerre Parkway
Building 3, Suite 300
Richmond, VA 23233
Newport News Office
Regus Offices – City Center at Oyster Point
11815 Fountain Way, Suite 300
Newport News, VA 23606
Phone:
Phone: 757-313-4080
Toll Free: 877-313-4080
Fax: 757-313-4083