Give An Inheritance During Your Life? Douglas M. Lynch, CPA, CFA, CFP Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is a standard part of many financial plans – not just estate plans. Giving can begin at any age and is often a family Read More…
Retirement
Retiring in a Volatile Market
Retiring in a Volatile Market: Control What You Can Douglas M. Lynch, CPA, CFA, CFP Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to Read More…
Bucket Approach To Retirement Investing
Time-Bucketing A Retirement Investing Plan Retirement is one of the biggest transitions of life, and it naturally brings up a lot of questions. For many people, the most pressing is whether existing savings will be enough to provide the life they want, for the entire length of retirement. The traditional Read More…
