Retirement Field Guide

Retirement Action Plan

The Retirement Field Guide

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Switching Advisors at Retirement - Things to Consider

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As investors close in on retirement, it’s relatively common to consider changing advisors.  I often inquire when meeting a prospective client for the first time as to why they are considering making a change, and the answer usually falls within one of two categories:  (1) They question whether or not their advisor has the expertise necessary to get them through their retirement or  (2) Their advisor is roughly their age… Read More

Should You Wait Until 70 for Social Security?

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There are a lot of misconceptions about when to file for Social Security benefits.  Should you file as soon as possible, at 66 or wait until 70?  The truth is your answer is and should be unique to you.  What your neighbors or even your other family members are doing probably should not be considered in your decision.  My goal in this article isn’t to convince you to wait, but… Read More

Retirees Underestimate the Impact of Longevity & Inflation

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Take a second and think to yourself, how long do you think you will live?  I realize it’s a morose thought, but honestly what age do you think you’ll pass away?  You may consider your current health, your family history or a variety of other factors to make the estimation.  When I ask investors what age they believe they will live to, an overwhelming number of respondents estimate somewhere between… Read More