• Call Us: 425-373-9393

Archive For: Retirement

Three Phases of Retirement Spending

There are fewer hot topics in retirement planning than how much you should expect to spend once you retire. On the one hand, you won’t be spending for work-related activities so maybe you will spend less. On the other hand, health care costs will likely rise until you are eligible ... Read More

Will Social Security Be Around When I Need It?

This is a question we often receive from people planning for retirement. For some people, Social Security retirement benefits are an important part of their retirement income strategy and for others it is crucial. Currently, approximately 61 million people receive Social Security retirement benefits (about out one in five Americans). ... Read More

Time Is Your Friend

Warren Buffet, the legendary business owner, said, “Time is your friend. Impulse is your enemy.”  He was referring to the value of compound interest and the suggestion to not make quick investment decision based on how you feel at any one moment. I seem to be reminding clients of this ... Read More

How Not to Invest in Retirement

Recently I was waiting in a retail store checkout line and started chatting with the clerk. He seemed like an amiable and chatty fellow so out of curiosity I asked him how long he had been working at this store. He replied that it had been about six months. He ... Read More