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How Planning Assumptions Help Build a Strategy for Financial Security 

Casual meeting of diverse business team analyzing financial data

When it comes to retirement planning, the assumptions you use are like the foundation of a house—get them wrong, and everything built on top can start to wobble. It’s not the most glamorous part of the planning process, but your return assumptions, inflation estimates, and spending expectations quietly shape your retirement path. And whether you […]

The Hidden Assumptions That Could Make or Break Your Retirement Plan

Many retirees think their financial plans are solid, anchored by facts and figures. But what if those figures are based on overly optimistic or unrealistic assumptions? The fine print in your financial projections might have a bigger impact on your future than you’d expect. Behind every plan is a set of assumptions about market performance, […]

The Four L’s of Retirement: A Framework for Financial Confidence 

Planning for retirement can often feel overwhelming. Balancing the need for financial security alongside personal goals and flexibility might seem impossible. However, with the right framework, you can create a plan that works for you now and in the future.  The Four L’s of retirement planning—Longevity, Lifestyle, Legacy, and Liquidity—offer a clear and structured way […]

Why a Financial Framework is Essential to a Resilient Retirement Plan

Retirement planning without a framework is like taking a road trip without a map—you might get where you need to go, but it won’t be without some unnecessary detours and stress along the way. A structured financial plan helps guide you toward your long-term goals while keeping you on track during times of uncertainty. Inevitably, […]

Strategic Tax Planning Tips Every Retiree Needs to Know

Tax planning in retirement isn’t just about minimizing what you owe—it’s about creating an efficient strategy to preserve your wealth and maximize your income. Many retirees assume their tax burden will decrease after they stop working. However, taxes on Social Security benefits, required minimum distributions (RMDs), and investment gains can add up quickly. Understanding tax […]

You Can’t Time the Markets

The appeal of market timing is obvious. Who wouldn’t want to get in and out of the market at the best time every time? We’ve talked a lot about market timing in the past – timing risk premiums, trying to time the markets on a daily basis, and the importance of staying disciplined even when it seems obvious the markets are going to go down.

Join us for a FREE webinar:

Travel in Retirement:

New Options and Opportunities

Hosted By

Dan Veto, CSA

Tuesday, July 23rd

1:00 - 2:00 PM ET

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Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on August 26th– 29th from 12:00 – 2:00 PM ET each day.

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Are You Ready for a Challenge?

Register to attend our FREE 4-Day Retirement Income Challenge event on March 10th – 13th from 12:00 – 2:00 PM ET each day.

Click below to learn more and reserve your spot!