“Off the Wall” Blog
Plan for Retirement
Have you filled out an online calculator survey to “find your retirement number”? Well life, like money, is complex. There are lots of moving parts. And it requires a lot more than just tallying up numbers to figure it out.
To make clear, confident decisions on your retirement plan, you need to start with a Private Wealth Design: a collaborative, creative, customized approach to turning a wealth of opinions, ideas, resources, and investments into a blueprint that represents the life you want to live.
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Articles on Retirement Planning
Tips to Ensure Your Retirement Income
In the early 1990's, I started my career in the financial industry with one of the most well-known Wall Street firms. Many changes have occurred since 1993. Thousands of different investment...
Tax-Deferred Accounts: Where to Hold Your Retirement Cash
When saving for retirement, many people use a combination of tax-deferred and taxable investment accounts to boost retirement savings. But how should you allocate your portfolio between them? Is it...
Tax-Deferred Investing Matters More Than Ever
There’s an anonymous quote that is very fitting given the new realities of our current tax environment, “I’m putting all my money in taxes — it’s the only sure thing to go up.” Yes, taxes have gone...
Using your Health Savings Account for Long-Term Care
Health savings accounts are one of the most tax favored savings vehicles available to Americans. Since they are completely tax free — funded with pre-tax dollars and not subject to taxes at...
Use a Roth 401(k) to Boost Retirement Savings
There's a Case for a Roth to Boost Retirement Savings as New 401(k) Options Emerge. Many companies are starting to offer employees the choice of Roth 401(k)s as well as traditional 401(k)s to boost...
How Much Should You Save for a Comfortable Retirement?
How much should you save for a comfortable retirement? The answer: more than you may think. Your mindset is very important with respect to saving for practically anything, but it’s especially...