I help my clients navigate their way to and through retirement with:
Will you have enough money to retire?
How should you claim your pension?
Can you reduce your taxes?
How can you make your money last?
Social Security Strategy
When and how you should start taking Social Security benefits in order to maximize your payments?
Are you getting all you should from Social Security?
At what age should you claim, to maximize your benefit?
How should a couple optimize their benefit?
Build an investment portfolio based on evidence
Keep costs to a minimum
Customize your portfolio to your unique situation
Take only risks for which you are compensated
Review and rebalance regularly
Support to help you stay on track
Successful investors avoid emotional decisions, rely on evidence and stick to what’s tried and true. Therefore, I recommend investment portfolios based on sound research and evidence. I don’t believe in market-timing, stock-picking or other common “active management” practices that are unlikely to “beat the market” and often underperform a simple index-based portfolio. No one has the expertise to predict the market’s direction consistently or pick stocks or actively managed mutual fund managers who will outperform, especially over the long term.
Bungee jumping should be thrilling. Responsible investing—not so much.