Posts by Mark Rowlette
Found Money: Do You Have Assets Sitting in Forgotten Retirement Accounts?
It may sound hard to believe, but I frequently help clients find money that they didn’t know existed (or just plain forgot about.) The majority of this “found money” is…
Read MoreIs your retirement income strategy tax ready?
Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important. Long-term tax planning should be a part of everyone’s retirement income strategy. It…
Read MoreDon’t Fall for these 3 Common Money Myths
In a time when everyone is an “expert,” it’s hard to distinguish between fact and fiction. Opinions can be helpful, but when they are delivered as fact, that’s when things…
Read MoreInflation and Your Retirement: What You Can Do to Prepare
It’s no secret that in the last six months we’ve noticed a significant hit to our budgets by way of inflation. The annual inflation rate for 2021 spiked to 7%…
Read MoreImportant Questions to Ask When Considering a Financial Advisor
A common financial misconception in the world is that only people with loads of money need a financial advisor. But that couldn’t be farther from the truth. While getting a…
Read MoreHow to Run a Retirement Dress Rehearsal
As time marches on, I can’t help but think of our lives at the end of 2020. We were all in semi-lockdown planning for a bizarre holiday season. While our…
Read More6 Milestone Retirement Ages You Should Know
We’re all familiar with the idea of “milestone birthdays.” In your younger years, you look forward to finally becoming a teenager at 13, getting your license at sweet 16, or…
Read MoreThe State of Other States: Relocating in Retirement
I was recently chatting with a friend about the pros and cons of moving to more tax-friendly states upon retirement. She wanted to know which state was the most popular…
Read MoreTikis & Taxes: Tax Planning in Retirement
Every year on the coldest day of winter, I get a call from a group of clients in Florida. This flock of “snowbirds” (retirees who migrate south for the winter)…
Read More3 Benefits to Working in Retirement
After the chaos of the pandemic, most of us are eager for normalcy to return to our lives and getting back to the routine of seeing our families, having dinner…
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