Retirement Planning Insights
Short, practical observations to help you make more informed retirement decisions.
Why Your Retirement Plan Shouldn’t Sit on a Shelf
A retirement plan is built using what you know today. As your life and circumstances change, your plan may need to change too. There's something I've noticed over the years when talking with people about retirement planning. Sometimes they'll tell me, “Oh, we already...
What Happens to Your Retirement Plan When Things Don’t Go According to Plan?
Retirement planning isn't about perfectly predicting the future. It's about understanding how your plan may respond when things turn out differently than expected. One thing I've learned after working with families throughout the Greater Milwaukee area for many years...
The Retirement Risk Nobody Talks About
A successful retirement isn't only about making your money last. It's also having the confidence to enjoy the life you worked so hard to build. When people think about retirement risks, the usual concerns come to mind: Running out of money Market downturns Inflation...
Do You Actually Have a Retirement Plan…or Just a Retirement Projection?
A retirement projection shows you what could happen if everything goes according to plan. A retirement plan helps prepare you for what happens when it doesn't. One of the most common misconceptions I see is this: Many people believe they have a retirement plan......
Retirement Isn’t About Getting There…It’s About Staying There
Saving enough to retire is only part of the equation. The real challenge is creating a plan designed to support you throughout retirement. Several years ago, something changed the way I thought about retirement planning. Like many advisors early in my career, I...
What Happens to Your Retirement Plan If You Need Long-Term Care?
Long-term care isn't simply a healthcare concern. A significant long-term care event can also become a major financial event in retirement. When most people throughout the Greater Milwaukee area think about healthcare in retirement, they're probably thinking about...
Some Retirement Decisions Don’t Come with an Undo Button
Before making an important retirement decision, make sure you understand not only what you're getting—but what you may be giving up. One thing I often remind clients throughout the Greater Milwaukee area is that retirement decisions rarely affect just one part of your...
The Biggest Financial Mistake People Make Five Years Before Retirement
One of your most valuable resources as retirement gets closer isn't just money. It's time. If you're five years away from retirement, five years probably sounds like a long time. "I've still got plenty of time to figure this out." Perhaps. But one thing I've learned...
Why the Order You Withdraw Retirement Money Matters
Sometimes the most obvious place to get the money isn't necessarily the best place to get it. Here's something that surprises people when we begin talking about retirement income: Not all of your retirement dollars are necessarily created equal. You may have money in...
See How It All Comes Together
Start With the Retirement Confidence Roadmap
Understanding the concept of holistic planning is one thing.
Seeing how it’s applied in real-world scenarios is what makes it meaningful.
That’s why we created the Retirement Confidence Roadmap—a presentation that walks through how these strategies are used to help individuals and couples build a more secure retirement.
If you’re in Milwaukee or the surrounding Southeast Wisconsin and approaching retirement—or already there—and want a clearer understanding of how all the pieces of your financial life fit together, this is the best place to start.