I recently met with clients who challenged the traditional narrative of retirement. The meeting, which began with focusing on managing their U.S. investment portfolio, evolved into a profound discussion about personal fulfillment post-retirement. The couple, approaching “retirement age,” chose not to “wind down,” but to rediscover themselves. The husband, a psychologist,… Read more
Retirement
Maintaining Financial Independence in Retirement
Many of my clients are people in their 70s who worry about maintaining their financial independence in retirement. If this is something you’re concerned about, here are a few tips to consider.
Diversification
As your portfolio grows, it’s natural for it to start skewing towards the riskier side. Your net worth may become overconcentrated in the stock market,… Read more
Will You Spend all Your Money or Leave Your Kids an Inheritance?
How Can You Maximize the Tax Efficiency of Your Retirement Accounts?
Are Foreign Investments Good for Your Retirement Portfolio?
Should Retirees Diversify Globally to Protect Their Savings?
Which Is More Important: Steady Income or Potential Growth
How to Make Money in an IRA
Estate Planning: What Happens to Your Money after You Die?
Do You Have Complete Control of Your U.S. Retirement Account?
“They’re closing down the pension plan I had in America,” a new client told me. “They say that if I don’t do all of these complicated steps, the account will be subject to a huge tax bill!” He really needed to get complete control of his U.S. retirement account, but he didn’t know the rules. … Read more