Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this [...]
Robert Cannon, Managing Partner of Experity Wealth. Retirees face many challenges when it comes to managing investment risk. Balancing the need to preserve savings while still seeking growth in a volatile market can be daunting. In my career [...]
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you? Most of us have heard of annuities, but few understand how they work. Annuities [...]
Retirement isn’t what it used to be. Not long ago, it often meant leaving the workforce at 65, collecting a pension and settling into a predictable, quieter chapter of life. But today’s retirees are rewriting that script [...]
For business leaders, executives and entrepreneurs, Roth accounts are more than just retirement vehicles; they are strategic tax planning tools. With higher incomes, equity compensation and complex tax exposure, the stakes are often significantly higher when implementing [...]
For decades, the 4% rule was considered a simple benchmark for retirement withdrawals. Developed in the 1990s by financial planner Bill Bengen, it suggested that "an annual withdrawal rate of 4% is the amount that will see investors through [...]
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital [...]
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects revenue, they apply to very different types of money you receive. Here [...]
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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Experity Wealth. Experity Wealth is a separate and unaffiliated entity from Simplicity Wealth.
