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Understanding Your Retirement Income Plan

Understanding Your Retirement Income Plan

by Trevor Chambers | Dec 14, 2020 | Article of the Month, Blog, Trevor

Retirement Income Plan – Manage cash flow in retirement with multiple income streams  When you retire, you get to bid farewell to the working world. That’s the good news. The bad news? You’ll no longer have a paycheck coming in from your employer. To address...
Understanding Retirement Income Tax

Understanding Retirement Income Tax

by Alex Mihajlov | Aug 28, 2020 | Alex, Article of the Month, Blog

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources is taxed according to its own rules. So, in order to accurately plan for your retirement,...
Personal Wealth Planning in a World That Keeps Moving

Personal Wealth Planning in a World That Keeps Moving

by Trevor Chambers | Mar 13, 2020 | Blog, Trevor

Generational Wealth Planning  In 1914, Britain and Germany each had a horse-based cavalry 100,000 men strong. However, mechanized warfare was coming into its own and featured things like guns that spit bullets, mass produced tanks and trucks and communication on wire....
I Got Lucky

I Got Lucky

by Trevor Chambers | Nov 22, 2019 | Blog, Trevor

Retirement Savings He considered himself a hard worker who also got lucky. St. Louis raised, he graduated high school in 1975 into a post-Vietnam world in which Bob Seger and bands like Boston provided his soundtrack. He became a well-compensated corporate attorney...
Financial Advisors May Retire but Your Money Can’t

Financial Advisors May Retire but Your Money Can’t

by Trevor Chambers | Sep 10, 2019 | Trevor

While waiting for some to-go food at a local restaurant, I struck up a conversation with two 60 something ladies who were grabbing a bite to eat at the bar. They asked what I did and when I told them I was in the wealth management business they asked why I pursued...
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