If you own employer stock in your employer’s retirement plan, and if that stock has appreciated when you retire or leave your company, you should be aware of Net Unrealized Appreciation Rules (NUA).
I screen 10,000+ mutual funds down to a couple hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style. I cross-reference my results with fi360’s Fiduciary Score.
My financial planning for retirees is ongoing as we continue meeting and adjusting your accounts, getting you the income and security.
Saving money in the right plan with the right mix of investments will put you on the path towards a comfortable retirement.
Financial planning starts with gathering your financial information into one place to generate thoughts, questions, and opinions.
Design your retirement portfolio to meet your goals consistent with how much risk you are comfortable taking. Recommend investments, based on an explicit balance of growth vs. security.
If you’re concerned about your financial future, lets talk