Going into retirement with the right withdrawal strategy can bring you tremendous peace of mind about your finances. Not having the right withdrawal strategy in retirement can mean wondering if you need to go back to work with every dip in the stock market.

We’re extremely proud to share that Owen Lahr, CFP® has officially obtained the Certified Financial Planner® designation and has been...

Generosity is a common trait among many of the clients we work with. Making charitable donations and engaging in volunteer work allows them to support causes and organizations they hold most dear and satisfy a desire to give back.

Mary just turned 70 and is happily retired. She lives off her pension and Social Security benefits. Mary is a careful spender and as a result, has a lot of cash saved at her local bank in a high yield savings account and CDs. Each month she discovers her cash balance at the bank increases, recently reaching a total of $300,000. She is proud of her decision to save more than she spends, especially because she wants to leave a legacy for her niece and nephew after she passes aw

We have the privilege of guiding many of our clients through their final working years into retirement. It’s a major life transition for most people. Beyond answering the pivotal question of how their time will now be spent, retirees must ensure their retirement portfolio strategy can support leaving the workforce.