Monthly Archives: February 2016

a 40 year retirement plan

Posted on February 17, 2016 by Admin

As a long-time Certified Financial Planner, I have always believed that having a written retirement income (cash-flow) plan is critical to enjoying a long and prosperous retirement. Unless one has many millions of dollars or plans to spend well under their means (perhaps to leave more of a financial legacy to family and/or charities), having a real plan in place can allow you to fully enjoy the rewards of a long career – without worry or undo stress. You’ll know how much you can reasonably … Continue reading

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the Four S’s

Posted on February 2, 2016 by Admin

I made a quick video about the four S’s in my retirement planning practice. Can you guess what each “S” stands for? CLICK BELOW to watch the 60 second video right now: all the best… Mark

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