Money On Tap

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate drops and market downturns stop threatening their paycheck. The right que...

Family finances can be challenging and different from person to person. No matter who you are, protecting you and your parents finances usually comes first for our clients needs. Learn more and how you can prepare yourself and your family before taking the next step. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security...

How many ways can you give? What are the benefits above and beyond tax deductions? It's all inside this season's giving show. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire...

Season’s Greetings and Holiday Cheer are great ways to make your portfolio sing this year! Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because thei...

Energy has so many ways to invest we had to make two shows to show you. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses can retire securely on far less, because their withdrawal rate d...

There are so many options for you to invest in today. One of these may be Energy. In it's multiple forms and arrangements you can pick and chose how you participate and take advantage of the now for tomorrow. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes t...

Health Savings Accounts are more and more becoming the tax advantage savings tools that can allow for greater savings and financial flexibility. Learn how to use these quadruple threats for your retirement planning. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income ch...

The age old debate continues to brew. How do you maximize returns and protect yourself from a market downturn. This one is too big to get in one show so here you go. Part 2 Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or...

The age old debate continues to brew. How do you maximize returns and protect yourself from a market downturn. This one is too big to get in one show so here you go. Part 1 Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or...

Millennials are one of the most talked about generations in history but often forgotten in the retirement conversation. Learn more about how this generation can be prepared for their window into retirement. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the...

So many people today feel like retirement or saving for retirement is out of reach. Ben & Seth dive into solutions for you to find your path toward becoming a success at saving for your own retirement. Enjoy! Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes t...

What have you missed this summer? We bring you all the best of Summer for Money On Tap so you can get caught up and in the know! Enjoy Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income changes the math: a couple with a pension or annuity covering their core expenses c...

Real Estate is America's number one investment. How do you scale from Mom and Pop to diversified asset classes? You listen to Money On Tap of course and join Kirra Krussman CCIM, Ben, Seth and Dan to learn more. Do I really need $1.16 million to retire? Not necessarily. That figure assumes $84,000 in annual spending funded by Social Security plus a 4% portfolio withdrawal. Guaranteed income change...