• Call Us: 425-373-9393

Do you have financial peace of mind?
Our Fee-Only Financial Planners Can Help.

7 Tips to Make Sure You Don’t Outlive Your Money in Retirement

* indicates required
little-2015-book1

Sign up for a free copy and also receive our free regular electronic newsletter
with even more tips and ideas to help you achieve financial freedom!

When Can I Retire?

Our RETIREMENT READINESS CHECK-UP is designed to answer that question and to give you the specific steps to make retirement under your terms possible.

Financial Freedom Blog

Recent posts

  • Why Stock Market Corrections Are Good For You

    October 17, 2018

    Last week, the stock markets took a three-day dive that shaved more than 5% off the major stock indexes. I look at these kinds of haircuts as a good thing. If you’re wondering if I’m involved in some sort of esoteric short-selling or market timing activity, fear not, I’m not. … Read More

  • First 10 Years in Retirement Most Critical

    October 11, 2018

    I read a research report recently that stated the portfolio returns in the first 10 years of a 30- year retirement actually explain 80% of the eventual retirement outcomes. This means that the #1 investment risk in planning your retirement income distribution strategy is to avoid selling stocks or stock … Read More

  • “Retirement Is Not Vacation”

    October 3, 2018

    A client told me this the other day and I’ve been pondering ever since. I  think he’s right, although I suspect that many people who are considering retirement think just the opposite. That is, many pre-retirees think retirement is like endless vacation. Well, it’s not. Vacation is typically a time … Read More

  • Happy Birthday Social Security!

    August 15, 2018

    Yesterday Social Security turned 83 years old! Party hats for everyone! On August 14, 1935 President Franklin Roosevelt signed into law the Social Security Act, which is among the most important pieces of personal financial legislation ever created in the U.S. For the majority of Americans, Social Security is the … Read More

  • SEC Proposed Fiduciary Rule a Load of Horse Manure

    July 6, 2018

    You may be aware that the Department of Labor’s attempt to require financial advisers to follow a fiduciary standard when giving advice regarding retirement accounts was abandoned by the Department and died a quiet death in June. Now the SEC is proposing a new rule that it claims will clear … Read More