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President & CEO
Patrick
Ifrah
Financial Planners
Micah Brown,
CFP®
Chris Cooper, CFP®
Stephen DeSalvo, CFP®
Jim
Erwin
Bobby Harris, CFP®
Frank Kelly, CFP®
John Kelly,
CFP®
Kyle Pitts, CFP®
Doug Spencer, CFP®
Client
Service Group
Robert McCollum
Heidi
Roeglin-Banks
Evelyn Rogers
Sabrina Spinnato
Gavin
Dowdy
LaRhonda McKey
Tonya Wood
Holly
Herrell
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How
Much Annual Income Can Your Retirement Portfolio
Provide?
Your retirement lifestyle will depend not
only on your assets and investment choices, but also on how
quickly you draw down your retirement portfolio. Take out too
much too soon, and you might run out of money in your later
years. Take out too little, and you might not enjoy your
retirement years as much as you could. |
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Details |
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How
Long Will You Live? And Why Does It Matter?
Since
the first baby boomers began reaching retirement age,
attention has been focused on the growing number of older
Americans. Life expectancy is on a steady upward trend, and
planning for a long retirement is more important than
ever. |
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Understanding
the Alternative Minimum Tax (AMT)
If you aren't
already familiar with the individual alternative minimum tax
(AMT), there's a good chance that you soon will be. Because
its key figures aren't indexed for inflation, the AMT reaches
further into the ranks of middle-income Americans each
year. |
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