As anyone trying to choose a Medicare plan can tell you, transitioning into retirement isn’t as straightforward as it looks. There are a lot of decisions to make, and most of them don’t have easy answers. One of the biggest issues in transitioning to retirement is income planning. How can you plan your income in […]
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Tag Archives | income
Building Additional Income in Your Portfolio: How to Invest in Preferred Stocks
With interest rates so low for so long, I’ve fielded a number of calls from clients looking for ideas for additional income/dividends. The question is always the same: where to find it? Depending on the client, preferred stock can be a great asset class to complement the right portfolio, but it can also be confusing […]
Will You Be Able To Retire?
Aside from the question of whether your spouse is ready for you to be around all day, making the decision to retire requires an enormous amount of preparation. How do you know if you’re ready? First: Know your expenses Knowing what you spend money on and how much you actually need is critical for retirement […]