If you’re a Disney employee over 50, you might be wondering about the final stretch of your career and how to best prepare for retirement. Whether you’re planning to retire in your late 50s, 60s, or beyond, understanding how to maximize your savings during these crucial years can make a significant difference in your financial…
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I was talking with a buddy recently, and he said something that might sound familiar:“Kyle, inflation is catching up to me. I’m making as much money as I’ve made over my lifetime, but the cost of living keeps increasing.” If you’re feeling the same way, especially after the past few years of higher inflation, you’re…
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A few years back, I met with a prospective client who was referred to me by a current client. She had worked at Disney for a long time and hadn’t put much thought into her 401 (k) investment allocation. Her reasoning was simple. “I work for Disney, I think the company is good, so I’ll…
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It’s safe to say we all have heard the saying, “Timing is everything.” This advice applies to many things, especially those that require patience. Is the same true for investing? When is the right time to invest? While it seems like a simple question, the answer isn’t as straightforward. This article will examine three factors…
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When is the right time to buy or sell a house? Is now a good time to buy? Is now a good time to sell? As a financial planner, I am often asked these types of questions. There is no definitive yes or no answer. However, I consider three factors to help clients determine the…
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As a financial advisor, part of my job is working with clients to try and help minimize and mitigate the tax ramifications associated with their decisions. One of the most important is making tax-efficient withdrawals from their retirement funds.
There are three main ideas involved with tax-efficient withdrawals from retirement funds.
If you have a 401k, you’ve probably wondered at some point, how to go about potentially maximizing your contributions. Here are three tips and strategies for you that may help.
We can’t avoid inflation, but we can learn how to plan for it. Start by looking at these three things.
New ideas and ways of investing come up regularly. One of the new ideas is alternative investments. Here are a few aspects to help you when considering alternative investments.
Many people have heard the term “bonds,” but I find a lot of confusion in the average investor.
I’ve compiled a few fundamental points to help you understand bonds and how to use them in your investment strategy.
