The Strategy And Gaps Session
The Strategy & Gaps session isn’t a first meeting. It is what comes after we have established that we are a mutual fit. This deliberate… Read More »The Strategy And Gaps Session
Financial planning
The Pivot Points of Retirement
The Pareto Principle suggests that 20% of our decisions drive 80% of our results. In the world of retirement, this leverage is most powerful right… Read More »The Pivot Points of Retirement
The “80% Rule” And Your Real Retirement Income
Most financial websites suggest you need to replace 80% of your pre-retirement income to maintain your lifestyle. However, this common benchmark often uses gross income,… Read More »The “80% Rule” And Your Real Retirement Income