Retirement Planning

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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Your Retirement Road Ahead

by Craig Moser on January 20, 2017

Growing older requires most of us to think about the road ahead and things we have never approached before.  A big one is the “R” word.  Yes, retirement starts to get closer.  If you have taken the time to prepare, then […]

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Mailbox Money

by Craig Moser on December 30, 2016

As we move through time, we seldom think about what life will be like when we retire.  You work for 25- 35 years and get paid regularly for your efforts.  Then one day you stop working and the paychecks stop […]

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How Do We Build An Income Plan?

by Craig Moser on December 22, 2016

You may have had an investment plan for years.  You follow a strategy you’ve become comfortable with, and put as much as you can into your investment plan.  Accumulation is the name of the game at this point.  Then one […]

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2015 Was a Bad Economic Year

by Craig Moser on November 14, 2016

Craig Moser, CFP, CRPC  As we enter another new calendar year, and my 27th year as a Portfolio Manager, the markets couldn’t be more complicated. Concerns about global growth, Fed policy, the U.S. manufacturing sector, earnings, inflation, and the declining […]

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Ready to get MORE out of your retirement?

Kickstart your retirement plan by requesting our complimentary MORE toolkit today.
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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