The Prosperity Experience

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Sustainable Withdrawal Rates — Part 2

By |2014-10-20T17:28:07-04:00October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. [...]

Sustainable Withdrawal Rates — Part 1

By |2017-05-09T22:13:16-04:00October 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

You’ve worked hard your entire life and you’ve saved diligently to make sure you’d have financial freedom in retirement. Now that you are either in retirement or getting close to it, you need to make sure [...]

Myth Busting: Social Security

By |2017-05-09T22:13:11-04:00June 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Myth:  Social Security will provide most of the income you need in retirement. Fact:  It’s likely that Social Security will provide a smaller portion of retirement income than you expect.  There’s no doubt about it – [...]