Beautiful Landscape

Financial Planning Insights

Below are some of the documents that we referenced in our planning meeting along with a brief discussion.  Simply click the hyperlink or image to open up each document


A view of the top tax rates in our nation's history


Critical slide discussing taking withdrawals in a down market


Outline of the three taxable outcomes dependent on where your funds are positioned


How we suggest our clients to allocate funds – always keeping the buffer in the first bucket to avoid distributing from a depressed portfolio

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This chart shows past market cycles in the S&P 500, highlighting peak and trough valuations, as well as index levels, dividend yields and the 10-year U.S. Treasury yield.


The ways we engage with our clients