Key Takeaways Understanding Longevity Risk in Retirement Living longer is undoubtedly something to celebrate. However, increased longevity brings a significant financial challenge: the possibility of outliving your retirement savings. Known as longevity risk, this retirement planning challenge is a growingREAD MORE
Retirement, Retirees
A good friend of mine was recently forced into early retirement by changes at the federal agency where he worked. His unexpected departure from the workforce drove home something I always emphasize with clients: Retirement is a major life milestoneREAD MORE
Key Takeaways What Is a Mega Backdoor Roth? A mega backdoor Roth is an advanced retirement planning strategy that allows high-income earners to contribute after-tax dollars to their 401(k) plan and then convert those funds to a Roth IRA orREAD MORE
Do you envision a California retirement? Whether you’re already a resident or plan to move to the area, there are a few things to consider now to enjoy a comfortable retirement. While a popular retirement destination, a primary concern forREAD MORE
Key Takeaways: Physicians face unique financial challenges, from high incomes to significant medical school debt and lifestyle creep. For physicians in California, additional factors can make finances complex, such as the state’s high cost of living and taxes, making financialREAD MORE