How to Transition to Retirement - 7 Strategies for Managing Investments

Author: Greg Wells

You’ve been investing for decades, looking ahead toward the steadily approaching goal of a secure transition to retirement. But unlike a race that’s a sprint to the finish, this is a journey requiring significant strategic thinking and decision-making well before you make the transition from accumulating assets to spending them to support your desired lifestyle. What kinds of assets should you favor, and how should you balance them? How should you treat retirement plans? Which best practices should you follow and what mistakes should you avoid? While we believe in evaluating every client’s needs individually, some general guidelines are relevant regardless of your situation.

Read More

How Much to Save for Retirement

Author: Mike McGrath 

The question “How much do I need to retire?” has prompted many a Google search, yielding general rules and formulas useful for starting a productive conversation. Unfortunately, though, general rules of thumb on how much needed to retire aren’t sufficient when it’s time to build an actionable plan. This is because retirement planning, like all financial planning, is intensely personal in nature. I will come back to the personal aspect of this as we conclude, but for now, allow me to lay out some basic groundwork to get us started.

Read More

In the news: How You Can Use Leftover Savings in College Accounts

Author: Erin Voisin 

We talk to our clients so much about being prepared for retirement, and that often means being able to pay for their children’s education. But if you have saved for Stanford and your kid gets a full athletic scholarship, you could have a lot of investable assets left over in your college savings accounts.

Read More

How to talk to your aging parents about money

Read More

401(k) vs. IRAs

Read More