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How Do You Create a Retirement “Paycheck?”

How Do You Create a Retirement “Paycheck?”

by Mark Kelly | Oct 5, 2022 | Financial Planning, Retirement

How Do You Create a Retirement “Paycheck?” There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is not as simple as it...
Planning for the Five Big Tax Challenges in Retirement

Planning for the Five Big Tax Challenges in Retirement

by Mark Kelly | Oct 5, 2022 | Financial Planning, Retirement

Planning for the Five Big Tax Challenges in Retirement Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t as easy as it seems. All the planning you did while working – like saving...
Do You Need a Budget in Retirement?

Do You Need a Budget in Retirement?

by Mark Kelly | Oct 5, 2022 | Financial Planning, Retirement

Do You Need a Budget in Retirement?   You saved diligently, invested carefully, and now you have a sizeable nest egg that can most likely replace 80% of your pre-retirement income. Why should you go through the tiresome process of creating a budget? No matter how...
The College Payment Puzzle for High-Earning Families

The College Payment Puzzle for High-Earning Families

by Mark Kelly | Aug 30, 2022 | College Planning, Financial Planning

The College Payment Puzzle for High-Earning Families Aug 30 It is amazing the path my family has been down sending my own children to college and experiencing the rollercoaster ride of emotions and financial decisions that needs to made.  Thankfully this experience...
Being Intentional through Budgeting and Working with an Advisor

Being Intentional through Budgeting and Working with an Advisor

by Mark Kelly | Sep 17, 2021 | Financial Planning

I often get questions about budgeting and it usually brings about an emotional response.   Either people don’t like to share how they are budgeting or perhaps they may not have all the know how in how to effectively budget.  Either way when I help guide and...
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Recent Posts

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  • Small Business Retirement Plans— SIMPLE, SEP-IRA and SOLO 401(k) October 21, 2022

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