by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 1, 2024 | Retirement Planning
Being ready to retire is about more than just your financial statements. It’s common for people to get caught up in planning and saving, forgetting about the emotional aspects of retirement planning. Think about it. You’ve spent most of your life in the workforce....
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 1, 2024 | Retirement Planning
How do you decide when to retire? Making that leap out of the workforce and into your retirement isn’t a decision that should be taken lightly or made for the wrong reasons. While a bad day at work or seeing someone else’s vacation photos on Facebook can give you...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Aug 20, 2024 | Financial Planning, Retirement Planning
Determining the ideal retirement age is a pivotal decision that influences not only your financial well-being but also your overall quality of life in your later years. This decision is deeply personal and varies from individual to individual based on a variety of...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Aug 15, 2024 | Retirement Planning, Tax Planning
There are a number of different tax strategies individuals and couples nearing or in retirement can utilize to decrease the amount owed on their retirement savings and income. These strategies involve utilizing a number of different tax-efficient investment accounts...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 23, 2023 | Financial Planning
A covered call is an options strategy in which an investor holds a long position in an asset (typically shares of stock) and sells (or “writes”) call options on that same asset. The goal of this strategy is to generate additional income from the options...
