Category: Retirement

Retirement Spending

by Dave Conley on March 3, 2023.

Retirement is a stage of life that everyone looks forward to, after years of hard work and saving. However, the key to a happy retirement is having enough money to sustain you during this phase of your life. One of the most important decisions you will make during your retirement is how much of your savings you can safely spend each year. In this blog post, we will outline the top 5 retirement spending strategies that retirees can use to plan their retirement spending.

The problem with your investments might not be your investments… but you.

by Dave Conley on February 17, 2023.

Why do the typical investors investment returns trail the investment returns of the investments (mutual funds, ETF's, etc.) they are investing?

Five retirement planning priorities if you plan to retire in the next 5 years

by Dave Conley on January 27, 2023.

Retirement is a time when many investors shift their focus from accumulating wealth to preserving and generating income from their existing assets. As an investor nearing retirement, there are several key considerations to keep in mind to ensure a successful transition into retirement. Here are the five most important things an investor within five years...