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What do I do if something unexpected happens?

August 17, 2023 | David Edmisten, CFP®

Life in retirement should be a time of enjoyment - spending time with loved ones, pursuing our passions, enjoying more of the world and giving more to the communities that are important to us. Thoughtful, careful and informed planning can help put us in the best position to do this. But life can still bring changes and challenges that disrupt even the best laid plans. For that reason, it is important that every early retiree also have a well thought out risk management plan for retirement.
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What To Do After You File Your Tax Return

August 17, 2023 | David Edmisten, CFP®

You filed your tax return for last year by the deadline. No more worrying about taxes now, right? Not exactly. Tax planning doesn't end with filing your tax return! It's important to take time to review your tax filing to see what opportunities are available to you.
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Think about future taxes if you have a NQDC

August 17, 2023 | David Edmisten, CFP®

Nonqualified Deferred Compensation Plans can offer high tax deferral now but be careful of potential pitfalls. While many participants in NQDC plans assume they’ll be in a lower tax bracket in retirement, things can change along the way.
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Image for The Most Important Retirement Questions (That Aren't Financial)

The Most Important Retirement Questions (That Aren't Financial)

August 17, 2023 | David Edmisten, CFP®

Decide what you want your retirement to look like so that you can make good financial decisions to accomplish your vision.
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