Financial Investment Advisor Blog

10 Things You Should Not Do in Retirement

Yes! You have spent a significant percentage of your adulthood working. You’ve completed your assignment and hung your boots – or helmet, suit, stethoscope, gavel, etc. Now, it’s time to kick back and relax while shifting your priorities from making to preserving your money. Unfortunately, there are some hard-to-spot financial errors that often bring the…

Author
Christopher K. Winn
Dec, 27 2022 · General
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Warren Buffet’s 90/10 Rule for Retirement: Is It the Most Effective Tactic for Retirees?

Many financial experts herald the 90/10 rule as an excellent investment strategy for retirees, especially if they want to generate higher yields in long-term portfolios. But still, even with this rule in the public’s domain, 80% of households with retirees still struggle with financial challenges.  Could it be because pre-retirees don’t understand the basics of…

Author
Christopher K. Winn
Dec, 27 2022 · General
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Can You Retire on $1.5 Million? (2023 Guide)

Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed 2023 guide on how to retire with $1.5 million comfortably.

Author
Christopher K. Winn
Nov, 21 2022 · All articles
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Can You Retire With $500k and How Long Will It Last?

Can you retire with $500.000? And what is the perfect age to retire with a $500K balance? Let’s get into details and define the steps and age to comfortably retire with 500k.

Author
Christopher K. Winn
Nov, 21 2022 · Financial Planning
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What Things You Must Do 6 Months Before You Retire?

Planning to retire in 6 months or less? We’ve prepared a checklist of things to do 6 months before retirement that will help you plan ahead and be prepared. Check it in our blog!

Author
Christopher K. Winn
Nov, 21 2022 · All articles
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What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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