Conversations with clients and prospects inspire the selection of articles to include each week.  These articles address content of recent conversations.

Confronting the tax drag.  Taxes can present a formidable risk for investors seeking to protect and grow their wealth.  Exacerbating the risk these days, taxes have risen for many investors and may rise further in the period ahead.   In this challenging environment, it is critical that investors understand the potential impact of taxes on their portfolios.  Appropriate strategies to help mitigate the “tax drag” include municipal income strategies and tax-efficient equity strategies.  By pursuing a sound, tax-aware investment approach, both high net-worth and less affluent investors may be able to optimize the likelihood of reaching their long-term goals.

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How much do you need to retire?  Figuring out how big a nest egg you need is a huge financial planning challenge.  The author reveals a big secret—you don’t know how much you need to retire!  Computing how much you need to retire requires pinning down two huge and essentially unknowable variables:  the length of your life, and the real return on your investments.

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Downsizing:  Focus on the gains rather than the losses.  In this article a number of people are interviewed on the subject of downsizing in retirement.  It is chocked full of good advice.  At the heart is the idea of focusing on the gains rather than the losses.  “As we excavate the layers of our former life, we must clear a space, by getting rid of the baggage that has weighed us down—physically, emotionally and spiritually—for too long.”  Getting rid of old burdens lights the path towards the new.  It involves freedom from hassles and overhead, with the flexibility to do and be more of what you want in this next stage of your life.  Registration required.

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We hope you enjoy reading these articles along with us and that you find them informative.  Please forward this to your friends and family.

J. Mark Nickell &  Co.

Disclosure – The articles mentioned in This Week with J. Mark Nickell & Co. are for information and educational purposes only. They represent a sample of the numerous articles that the firm reads each week to stay current on financial and economic topics. The articles are linked to websites separate from the J. Mark Nickell & Co. website. The opinions expressed in these articles are the opinions of the author and not J. Mark Nickell & Co. This is not an offer to buy or sell any security.  J. Mark Nickell & Co. is under no obligation to update any of the information in these articles. We cannot attest to the accuracy of the data in the articles.