Monthly Archives

October 2016

One of the Most Common Questions We Are Asked: Will My Money Last?

By | Advanced Planning, Investment Consulting | No Comments

A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income, rising health care costs, and the uncertain future of the Social Security system. The overall objective of planning should be to create a sustainable stream of income that also has the potential to increase over time.

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Tax-Loss Harvesting: Opportunities and Obstacles

By | Advanced Planning, Investment Consulting | No Comments

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting is one such instrument … although the analogy holds true in a couple of other ways: It’s best used skillfully, and only when it is the right tool for the task.

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