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Image for How do I protect my retirement savings during market volatility?

How do I protect my retirement savings during market volatility?

August 17, 2023 | David Edmisten, CFP®

Other than taxes, one of retiree's biggest concerns is not losing their hard-earned savings during a stock market decline. For those retiring early, there are less years to save and more years to use one's nest egg, making it even more imperative to have an investment strategy that helps grown AND protect your savings.
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How can I save on taxes?

August 17, 2023 | David Edmisten, CFP®

After working for the majority of one's life to save enough to retire, the last thing most potential retirees want to do is give back a large portion of their next egg to the government in the form of taxes. Of course, everyone is required to obey the tax laws and most want to avoid undue penalties or worse, by running afoul of the IRS. But within the limits of the tax code, there are several strategies that early retirees can use to minimize the amount of their assets that are subject to high taxes in retirement.
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Image for How A Bucketing Strategy Can Help You Retire Confidently

How A Bucketing Strategy Can Help You Retire Confidently

August 17, 2023 | David Edmisten, CFP®

If you're thinking about retiring in your 50's or early 60's, you probably wonder how your investments should change as you enter retirement. A key investment strategy that can help you have a successful retirement is the bucketing strategy. In this article, I’ll show you exactly what the bucketing strategy is, how to set it up and why it is so effective in helping people retire without worrying about the stock market.
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Image for Have I saved enough to retire?

Have I saved enough to retire?

August 17, 2023 | David Edmisten, CFP®

Have I saved enough to retire? This is the most critical question to answer and first one all potential retirees must answer. Do I have enough money to leave my job and not risk running out of money? There are many great basic tools online, such as retirement calculators, and some common calculations that can help you begin the process of confirming if you have saved enough.
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