Budget
The Retirement Lifestyle
The Retirement Lifestyle Written By: Kevin Reardon, CFP® Over the last three decades (wow, that’s a long time!), I’ve had the opportunity to help dozens of people plan for and live a successful retirement. It has been both a joy and a privilege! In February my colleague, Brian Ellenbecker, and I had the opportunity to…
Read MoreRetirement Planning By Decade
Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Getting ready financially for retirement is a life-long process. While saving in your 50s and 60s becomes top-of-mind, it is also important in your 20s and 30s but can be challenging with many other competing priorities. Everyone hits different milestones in their lives at different times.…
Read MoreTip of the Month | March 2022
Written By: Kevin Reardon, CFP® Retirement Income Strategies for High-Net-Worth Individuals For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a lower tax bracket compared to when you were working. Here are some factors that might help you achieve that: If still working, maximize pre-tax retirement…
Read MoreFinancial Planning vs. Financial Purpose
Written By: Kevin Reardon, CFP® Financial planning is the process of coordinating many aspects of your finances into a singular and cohesive plan, with the objective of achieving certain financial goals. As a client of Shakespeare and as someone who has a well-crafted financial plan, you have told us this provides you with ‘Peace of…
Read MoreThink the Markets are Too High? Review Your Budget
Written By: Kevin Reardon, CFP® The financial press has been reporting a growing concern that people think the markets are too high. The implication is that if the markets go down, a person’s lifestyle will be impacted, and that’s a problem! The reality is market performance is not the main factor that impacts the success…
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