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Alex Perkins

Alex Perkins

Friday, 14 December 2018 19:43

A Good Time to Consider a Donor-Advised Fund

For those charitably inclined, now is a good time to consider making a multi-year charitable contribution to a donor-advised fund (DAF) that can in turn be distributed over multiple years. First some background on why these are more popular and how it may work for you.
Saturday, 29 September 2018 21:24

Baby Has Arrived...Now What?

In 2017, the U.S. Census stated that a new baby was born in the United States every eight seconds. I’m not sure what the numbers will look like for 2018, but my family is now part of the statistics! We welcomed a baby boy into our family last month. A new dependent brings immense responsibilities, so I want to note all the items I am addressing in case it is helpful for other families.
Friday, 02 March 2018 11:33

Why You Need a Personal Balance Sheet

How do you know if you’re on track to meet your financial goals if you do not know your present situation? I’m sure you’re familiar with the phrase “going from point A to point B”, but most of us will need to pack our bags before we map our course so that we are prepared for the trip and are ready when we arrive.

So, you've just decided to hang up your cleats and quit the working life. Congratulations. That's a huge life changing moment for you and your family. You've amassed this pile of wealth and now you need to figure out how to spend it down. The skill set required to spend down your portfolio is a much different skill set than the one you followed to accumulate your wealth (i.e. focused savings, starting early, smart spending). It's more of an art than a science, as there are many variables that need to be weighed against each other. If you’re not following these steps, you may be paying more tax than you need to, and therefore, have a higher likelihood of running out of money in retirement:

I've heard countless clients tell me how they 'failed' at retirement.  They enjoyed it for the first three weeks or even three months, then yearned to return to work.  They were not ready for it.  In some instances, I take blame for this as I did not adequately prepare them for this new freedom.  The freedom to do what they wanted, when they wanted.  The successful ones were ready for this new way of life, as they had already practiced via a trial run what they were going to do.  The unsuccessful ones didn’t.  They did not plan.

To increase your odds of a successful retirement, here are a few things to keep in mind as you contemplate this new way of life: 

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