What’s Over the Next Hill: Setting Your Withdrawal Strategy – The Proportional Withdrawal Strategy

Hamer-Allen Group

September 25, 2024

Traditionally, many retirees would withdraw from their taxable accounts first, then their tax-deferred accounts, and finally the tax free accounts. The idea here is to let the assets in your tax-defer...

What’s Around the Bend: Shifting Your Asset Allocation

Hamer-Allen Group

September 18, 2024

The thinking behind asset allocation is that by mixing your investments amongst these different classes, you take on less risk. That’s because if one class goes down in value, the other classes may no...

What’s On Our Minds This Fall

Hamer-Allen Group

September 11, 2024

Have you ever seen the movie “The Princess Bride”? Inigo Montoya, has spent his life trying to avenge his father’s death.  But when he finally does so at the end of the film, he realizes that he’s not...

What’s On the Horizon: Choosing Your Toys 

Thomas Stewart

September 04, 2024

What’s Over The Next Hill: Setting your Withdrawal Strategy

Hamer-Allen Group

July 24, 2024

Every retiree should have a strategy for when they will withdraw money from their accounts, which accounts they will draw from first, and how much they should withdraw every month, quarter, and year.

What's On Our Mind This Month

Hamer-Allen Group

July 17, 2024

If you’ve ever achieved a long-term goal, you may also have experienced a common sensation that often follows: Well, I’ve done it. Now what?