Aug 26, 2020
Retirement planning, and retirement itself, often involves volatility, uncertainty, complexity and ambiguity. These make up the acronym VUCA, which is a framework that is gaining popularity with the pandemic. Originating out of the US War College and applied to corporate America, I attempt to discuss the framework in...
Aug 12, 2020
Tax planning in retirement can mean a few different things. Taxes will be the largest expense in retirement for many of you. There are some simple strategies that can have a concrete impact on your taxes, but there are also multi-year strategies that require projections and a little bit of art. These can also be the...