Learn how to prepare for the retirement of your dreams with my FREE Retirement Mastery Toolkit!
Are you ready to retire and wondering “Can I retire yet?” Do you worry about preparing for retirement and maximizing your retirement plan with ultimate “money confidence?”
Maybe you worry about spending too much in retirement . . . or maybe living too little?
My mission with RetireWire is to teach you the tools, tips, and tactics professional financial planners use to squeeze every last dime from their finances, because dying broke is not an option . . . but neither is sacrificing quality of life!
The first step in preparing for retirement is getting ready by arming yourself with basic retirement, tax, estate, investing, credit, debt and insurance knowledge. These financial factors all play into step two—the retirement planning phase.
The second step in preparing for retirement is getting set by building a comprehensive retirement plan using the knowledge you've gained. Ben Franklin once said "If you fail to plan, you're planning to fail!" This is the MOST important step.
The third step in preparing for retirement is to "practice retirement" BEFORE you actually retire! It sounds weird I know, but practicing retirement will help ensure you're plan is solid . . . and I'll teach you how!
You worked, saved, and planned to enjoy the retirement life of your dreams. But those dreams cost money, and now you're faced with choosing between various retirement withdrawal strategies . . . or have no strategy at all! All things being equal—including taxes and...
Asset LOcation is the process of determining which of your investment assets are highly tax-efficient and those which are horribly tax-inefficient. Once you determine your potential tax liability for each of your investments, you rank them from efficient to inefficient then place them as best as possible in different accounts that are tax-free, tax-deferred, or taxable.
Portfolio rebalancing is the process of buying and selling portions of your investment portfolio in order to bring the overall investment plan back to it's originally intended state. It reduces your investment risk and can even improve your investment returns by...
