Retire With Confidence
Ed, on the record
The firm’s positions are argued in public rather than asserted in meetings. Nothing here loads a YouTube video until you press play.
9 videos
The library
Short pieces on the specific decisions the transition years turn on.
Retire with Confidence: Dr. Ayasha Thomason
Also on SpotifyFive Mistakes Retirees Make
The Smartest Retirement Withdrawal Strategy Most People Get Wrong
7 Retirement Strategies to Avoid Outliving Your Money
The Long Journey to Retirement: Avoiding the Hidden 5-Year Transition Trap
The Rule of 55: A Key to Retirement Success
Should Retirees Own Tax-Free Municipal Bonds?
Is Your Advisor a Full Time Fiduciary?
Save Money With an Investment Audit
Elsewhere
Featured on other channels
Published by a third party rather than by the firm, and credited as such.
Millions of Investors Unknowingly Pay Taxes on Income They Never Receive
Published by Alexandra Zendrian
Advertising
The short films, as run
6 pieces made to run as advertising on Facebook and Instagram. Each is about a minute, and each closes on the firm’s full disclosure card.
Gap analysis, and sequence-of-returns risk
Why retirement runs on a different set of rules
Dual licenses, and what a part-time fiduciary is
What a half-percent difference in fees does
Two neighbors, two outcomes
Why Ed does this: his father, and a risk nobody accounted for
These are advertisements. They were produced to be paid for and placed, they argue the firm’s own case, and the figures and comparisons on screen are the firm’s own. They are shown here as they ran.
The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations has been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.
Start with a 15-minute call
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.