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retirement tagged posts

A financial advisor looking over some charts.

2023 Q4 Market Commentary: Predictions

Thanks to L. K. Benson for sharing with us.

Last January, in our 2022 market commentary, we talked about how the world will never stop surprising us. Yet, despite the surprising nature of the world, our desire to try to predict the future never stops. Every conversation we have about the markets includes a question about what we think will happen next. Usually, that question begins with “I know you can’t predict these things,” but we still can’t stop ourselves from asking for a prediction anyway!

This doesn’t just happen in the markets. In sports, people spend hours trying to predict who will win the next big game or the next championship. Every election year, there is endless commentary and polls trying to predict who will be elected...

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Retirement Worksheet

retirement worksheetRetirement Worksheet

Do you want to know how much money you’ll need to retire? Use the linked worksheet to help you estimate. Although your life circumstances may change, the worksheet can give you an idea of how much savings and investments you need to retire comfortably.

If you’d like to speak to someone about financial planning, I can connect you with a professional in my network.

Topics covered on the worksheet

  • How much will you need to maintain your lifestyle?
  • How much of your income will come from non-savings sources?
  • How much income will need to come from your savings and investments each year?
  • How long will your savings and investments need to last?
  • So, how much will you need to save?
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Talking About Transitions

Thanks to L. K. Benson for sharing this blog about transitions with us.


Many of our clients come to us at a time of transition in their lives. These can be emotional times that have a deep impact on your life and well being. There are also financial implications to any transition that need to be understood. We help our clients work through both the financial and non-financial aspects to make sure they come out better on the other side.


One of the biggest life transitions that we help clients with on a regular basis is retirement. There are a myriad of issues we see clients face when making this transition but one challenge that causes a lot of internal stress is the switch from saving to spending...

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