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checklist year end

2022 Year-End Planning Checklist

The end of the year is a great time to take a quick review of your personal finances to determine if you have any action items prior to December 31.   To help this process below is a checklist that covers events, milestones, taxes, insurance, and retirement plans – areas that

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4 percent rule

4 Things Retirees Should Know About the 4% Rule

When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of money. The amount of capital you can safely withdraw from your portfolio each year without running out of money has been called the “Safe Withdrawal

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Market Turndown and Recession

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You can take the following suggestions and actions to help navigate a market downturn. Key Suggestions Avoid doing anything drastic With a market decline, it can

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Risks to Retirement

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement that are different from the risks when simply saving for retirement. Unknown Time Frame – Longevity Risk: No one knows how long they will need

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checklist year end
Blog

2022 Year-End Planning Checklist

The end of the year is a great time to take a quick review of your personal finances to determine if you have any action ...
Read More →
4 percent rule
Blog

4 Things Retirees Should Know About the 4% Rule

When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of ...
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Chapter Two of Preserving Wealth
Blog

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was ...
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Market Turndown and Recession
Blog

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You ...
Read More →
Transition to Retirement
Blog

Your Retirement Road Map: How to Make the Transition to Retirement

White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking ...
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Risks to Retirement
Blog

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement ...
Read More →

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The Definitive Guide to Protecting, Investing, and Transferring Wealth.

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Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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