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Month: April 2021

Retirement: A How-To

Many client families can walk into our office and can tell us precisely at what age they want to retire, and how much money they’re going to need to do so. Many people are confident about those two factors. However, when those statements end, that’s when the questions begin! These folks might know when and how much, but when pressed about what they’ll actually do in retirement, well, that’s when things start to fall apart.

How Long Will You Keep Working?

There’s a question I’m frequently asked by clients who are reaching a certain age, and I’m hearing it now especially from folks who aren’t sure about heading back into an office post-pandemic: How much longer should I work? Many folks are thinking differently about their daily working life after a year of working from home, or perhaps having to change jobs into something less fulfilling.

Spring (Re)Awakening

Over the last few weeks, I had the joy of taking my family on a trip (not to be confused with a vacation!) to Disney, where we rode every ride we could and were surrounded by more people than we’ve seen over the last year collectively. I actually felt some anxiety, as I was reminded of a Seattle Mariners game when I was a kid, where there were seas of people who never parted, except to reveal another throng of people. But, everyone had a good time and made good memories – just not all at the same time!

Tax Shock? You’re Welcome.

Spring has arrived and brought with it the second quarter of 2021, and as usual we’ll be communicating our thoughts this month to those of you who are in our Envestnet portfolios. Look for that soon. If you’re not an Envestnet client and you’d like my take on the state of things right now, click here to let me know and we’ll chat soon.

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