Zoe Financial

MARCH 22, 2023

What comes to mind when thinking about retirement? By understanding the inner workings of retirement income, you can enjoy retirement without worrying about finances. The starting point is understanding your retirement needs and how you’ll pay for them. The last thing you should do is worry about your finances.

Retirement 40

Retirement CFP Taxes Accounting 40

Zajac Group

JANUARY 10, 2023

Needs: If you need the stock’s current value to fund your current lifestyle or eventual retirement, think carefully about whether you can afford to continue putting that present value at risk. Whatever your metric, or whatever your plan calls for, evaluating how much equity you want to keep is one step in the plan.

Taxes 52

Taxes Planning Financial Planning Investments 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Revisit the budget. Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Revisit the budget. Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52