Retirement Planning

Retirement plans are frequently positioned to employers to achieve the 4 R’s:   Recruiting top talent  Rewarding employees for good performance  Retaining quality employees  Retiring employees with dignity  Employer-sponsored retirement plans have always been vital to running successful businesses. They have provided substantial financial benefits to the employees and have helped the employers alleviate tax …

Why a California Company Needs to Have a Retirement Plan Read More »

The entire time you work and save for your retirement, say, 30 years, there will be multiple bull markets, multiple recessions and perhaps a dramatic bubble or two. If your retirement lasts a couple of decades, there will be both bull and bear markets, which will create ups and downs in your investment portfolio. While …

How does the sequence of returns impact the sustainability of my retirement portfolio over time? Read More »