Retirement Planning 101 (Part 1) – A Simple Analytical Framework

I’ve modeled hundreds of retirement projections for clients and I’ve found that there are four key factors that directly impact your ability to retire. I call these the Core Four Factors and I use these factors as an analytical framework for how to best think about retirement when working with clients.

In short, the Core Four Factors are:

  1. How Much Do You Save? Not how much you make.
  2. What Is The Return on Your Invested Assets?
  3. How Much Will You Spend In Retirement?
  4. At What Age Can You Retire?
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Four Tips to Help You Achieve Your Financial Goals in the New Year!

It’s always a great time to get your financial house in order, especially when you’re preparing for the upcoming year. Below are a few helpful tips to keep in mind for the start of 2018:

  1. Minimize Your Tax Bill On April 15*
  2. Assess Your Spending Habits with WealthBoost Advisors' Family Budget Planner
  3. Simplify Your 401(k)/403(b)/457 Contributions in 2018
  4. Spend Down Your Prior Year’s Flexible Spending Account (FSA)
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Five Quick Financial Tips for Q4 2017

Believe it or not, we are quickly approaching the end of 2017, and there are a few questions to consider on the financial planning front as the end of the year approaches.

  1. Were you affected by the Equifax hack?
  2. Are you not on track to maximize your 401(k)/403(b)/457 for 2017?
  3. Will you be making contributions to any charities during the holidays?
  4. Do you have any tax loss harvesting opportunities?
  5. Will pre-paying state income and/or property taxes before the end of the year decrease your tax liability for 2017?
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Anthony Wan