How are Required Minimum Distributions (RMDs) Like Your First Kiss?

How are Required Minimum Distributions (RMDs) Like Your First Kiss?

REQUIRED MINIMUM DISTRIBUTIONS (RMDs) ARE A MILESTONE YOU REACH IN YOUR SEVENTIES. Of course, the major milestones of older Americans are not attended with the same sense of wonder that accompanies the major milestones of younger Americans. Sure, registering for...
Mindfulness, Spending & Retirement Income

Mindfulness, Spending & Retirement Income

Mindfulness, Spending & Retirement Income I have been a wealth manager for nearly 20 years, but before this I was working on a master’s in Tibetan Buddhism—specifically phenomenology, the study of how we perceive and experience the world. It is through that lens...
Enough Retirement Income?

Enough Retirement Income?

Afraid you won’t have enough to retire on? Here are three questions to ask yourself as you plan for your nest egg. Your uneasiness, by the way, is not misplaced. According to a 2010 Allianz Life Insurance survey, Americans age 44-75 feared running out of money (61%)...
3 Basic Tests To Be Sure You’re Ready to Retire

3 Basic Tests To Be Sure You’re Ready to Retire

Ready To Retire? Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. The year before you retire is a crucial time to prepare both financially and psychologically. Often, I feel that many...