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 the Horizon: Choosing Your Toys 

Thomas Stewart

September 04, 2024

What’s Over the Next Hill: Setting Your Withdrawal Strategy - The 4% rule

Hamer-Allen Group

August 28, 2024

What’s Around the Bend: Dream Destinations vs. Dead Ends

Hamer-Allen Group

August 21, 2024

What’s on the Horizon: Picking a New Hobby

Hamer-Allen Group

July 31, 2024

Perhaps the single biggest difference between retirement and employment is the sudden increase in free time