Categories
All posts

Top-down and bottom-up retiremet planning

Top-down retirement planning is accumulating enough wealth so that you can’t possibly run out of money during your retirement. It tends to rely on you retiring later in life and maximizing all your retirement options. It’s a well-tested system and something other financial experts such as the¬†White Coat Investor¬†would recommend. Bottom-up retirement planning is optimizing […]

Categories
All posts

End Of Year Planning With My Financial Advisor

Final Planning For 2016 With My Financial Advisor I completed my call today with Andrew Mohrmann, my financial advisor. He’s great at checking in with me regularly, always making sure that I run my major financial decisions by him first, so that he can give me his input. He’s never pushy, I like that about […]