Crossing the Threshold of Retirement

Hardly a week goes by without our having several discussions about the financial aspects of retirement.  This week we address some issues from the last several days. How much house can I afford?  The traditional rule of thumb—i.e., not more than 28% of your monthly income going for a mortgage payment—is not particularly helpful.  There

At the edge of retirement

We’ve had a few conversations lately with clients on the edge of retirement or having recently crossed over to the other side.  A few articles this week shed light on several key issues. The Average Retirement Age—An Update.  Today’s average retirement ages of 64 for men and 62 for women are about the same as

This Week with J. Mark Nickell & Co. – August 20, 2014

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

This Week with J. Mark Nickell & Co. – April 23, 2014

What time is it in your life? A number of recent conversations have centered on this topic. Is it time to transition to retirement, to relocate, to downsize, or to sell a business? All of these decisions--well-conceived and executed—can make a difference in the quality of your retirement.  From an advisor’s perspective, it is beautiful