Posts by Patrick Strubbe
Top 5 Things You Could Spend Less On In Retirement
In retirement it’s not always about the money you have, it’s about how much you are spending. As you prepare or revise your retirement plan, one of the most important…
Read MoreOne Basket, All Eggs. Risky!
Achieving a high income and net worth is half the battle in the quest for financial security. The other half is trying to keep and grow your assets once you…
Read MoreProcrastinating; The Cost To Your Retirement
If you are like many other hardworking adults, you may find yourself periodically dreaming about what life will be like after you leave the workforce and enter retirement. Regardless of…
Read MoreA 1035 Exchange, Know The Facts
A common problem faced by insurance and annuity holders relates to a need to upgrade to a better financial option without paying taxes on gains earned on the old policy.…
Read MoreWill Power: Should You Update Your Will and Estate Plan?
Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a…
Read MoreTo Know The Road Ahead, Ask Those Coming Back
“To know the road ahead, ask those coming back” is the famous Chinese proverb although for this article it may be more fitting to say, to know the road ahead,…
Read MoreThe Affordable Care Act & Your Retirement
What is the status of the Patient Protection & Affordable Care Act of 2010 (ACA)? High-end net worth “seniors” planning for retirement need to know. How will the changes in…
Read MoreRising Interest Rates And Your Portfolio
The reality is that rising interest rates will likely continue through 2018. This has been choreographed by the Fed Reserve for some time now, and even most of the…
Read MoreBucket List Retirement Trips
Summer seems to be the time to travel and the best thing about retirement is that you finally have time to travel. Whether you want to see more of the…
Read MoreSocial Security Depletion Timeline
Social Security has been a hot button topic for political pundits for decades. Many younger Americans fear that by the time they get to retirement age, the program’s funds will…
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