Navigate through Retirement
Feeling like you are anchored down?
Attend one of our monthly Workshops or Meet with us one on one to learn how we can help Navigate through Retirement. Learn various ways to generate income through Options.
"Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. "
Mark A. Cline
Managing Partner & Sr. Wealth Advisor
John P. Gaffney, CFS , AIF®,
Managing Partner & Sr. Investment Specialist , Portfolio Manager, Accredited Investment Fiduciary®
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Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?