How to Help Protect Your Retirement Savings from Market Volatility
Market volatility can be unsettling at any stage of life, but it’s especially concerning for those nearing or already in retirement. Traditional advice often leans heavily on staying the course with long-term equities, but for retirees who rely on their savings to generate income, market downturns can be disruptive and even detrimental. Drawing from David […]
Avoiding the Greatest Financial Risks to Retirees – Part II
If you read our last article, you know that we shared an excerpt from industry expert David’s McKnight’s powerful book, Tax-Free Income for Life. In it, David detailed the first great retirement risk we’re all facing – the risk of tax rate increases. Today, we’re back with another excerpt from David as he explains the […]
How the Baby Boomer Shift Could Impact Your Future Tax Bill
At Paraclete Wealth Partners, we believe our commitment to educating our clients sets us apart. The content below adresses your potential retirement tax burden, and it is partially excerpted from The Power of Zero, by David McKnight. We believe you’ll find it eye-opening. The Baby Boomer generation is well-known for being the product of the […]
The Tax Trade-Off: Rethinking Tax-Deferred Retirement Accounts
At Paraclete Wealth Partners, we believe our commitment to educating our clients sets us apart. The following content on tax-deferred retirement plans is partially excerpted from The Power of Zero by David McKnight, and we believe you’ll find it eye-opening as you plan for a tax-efficient retirement. So many clients come through our doors having […]