Philip Lee CFP®
I file this Wall Street Journal article, (How to Manage Your Target-Date Fund After Retirement) under "One Size Fits None." I've had conversations with my retiree clients on these very issues:
This is the time of year when many may be spending time with family and/or friends while enjoying the holiday season. It's also the time when people typically make New Year resolutions – often centered around physical health or financial health.
These are some Frequently Asked Questions I get for those thinking about their finances. Of course there is more to financial planning and investment advisory services than these limits:
There are a myriad of strategies for cutting your tax bill leading up to and during retirement. Philip Lee, CFP® is quoted in this recent The Fiscal Times article about the importance of asset location in investment portfolio designs: http://www.thefiscaltimes.com/2016/09/20/5-Ways-Cut-Your-Tax-Bill-Retirement