Blog
Will My Retirement Money Last?
If you have been saving for retirement for a while now, you may be thinking how long do I have before I can retire. Or, if you are already retired, you may be thinking will my money last? A few things you should consider about are…Will you outlive your money? And,...
What Retirement Plans offer Tax Benefits?
Today’s tip will cover “What retirement plans offer tax benefits?” Well, there are many different types of retirement plans that offer tax benefits available to you with different rules about contributions and distributions. Some retirement plans are sponsored by...
Executive in Residence at Cal Poly SLO
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What are Investment Decisions Based On?
Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions. A few factors to consider but are not limited to 1) take an honest look at your current situation 2) consider your...
How to Travel During Retirement
Do you want to travel when you retire? Well, you are not alone. I have met with many women over the years and the most popular response from them is wanting to travel in retirement. So, my advice to those of you that want to travel in retirement, is to start...
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