In this week’s FPF episode, I wanted to discuss something that all our clients want to know—how much can I spend each year in retirement? The answer depends on a variety of factors, and it is important to consider all of them before coming to an answer. Please let me show you how we do […]
Today I want you to consider a different way to think about your investments. What if you and your family had a 100-year time horizon? Most Presilium clients have financial plans that show their wealth continuing to grow year after year. Due to their projected withdrawal and growth rates, their investment accounts are projected to […]
Social Security and when to begin collecting can be very confusing, but it will be one of the most impactful decisions you will make regarding your retirement income. For that reason, we wanted to highlight seven key things you should know before you make your decision. 1. The full retirement age for social security is […]
Today we wanted to share something with you that we use every day at Presilium: The Decision Center, a key feature of our financial planning software. After creating a financial plan that shows our clients a step-by-step path to reach their goals, we have tools within the Decision Center that clearly show how a variety […]
