Retirement Planning

Real Deal Retirement

by on October 20, 2017

To explain real deal retirement, let’s take a look at a question a client recently asked.  The client uses income from Social Security and an annuity to pay all current living expenses, and recently asked if she should put 100% […]

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Age Matters in Retirement Planning

by Craig Moser on July 28, 2017

Age matters as you approach your retirement years, and age matters in financial planning.   As a Certified Financial Planner, I’ve spent a lot of time developing Retirement Plans for my clients.   And it still surprises me how many don’t understand […]

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Building Your Three-Legged Stool

by Craig Moser on April 13, 2017

When thinking about retirement, it can help to envision a three-legged stool.  Everybody knows a two-legged stool isn’t reliable because you have no stability.  If you sit or stand on a stool with only two legs, you’re going to end […]

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Unintended Outcomes: Long-term Care

by Craig Moser on March 3, 2017

As a Certified Financial Planner, I work to build plans that reflect my clients’ futures as accurately as possible.  Inevitably, planning comes down to a question of dealing with unintended outcomes.  For example, “How will the possibility of a long-term […]

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Dear Ole Dad's Pension

by Craig Moser on February 17, 2017

I was talking to a client whose Dear Old Dad advised that assets should double every 7 to 10 years.  He also said she could do this while withdrawing 5% per year.  This scenario was possible in her dad’s era. […]

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Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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