financial planner Stephen Zelcer

Unusual things to know about retiring December 31st 2022

Unusual things to know about retiring December 31st December 31st is always a popular retirement date, but this year, 2022, it’s especially popular – because this year December 31st is also the last day of a pay-period, and last day of the month, and the last day of the leave year – a trifecta! What’s

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FedBar Webinar Retirement Portfolio

Webinar – How to Create Investment Income in Retirement without Killing your Portfolio We spent a career squirreling away money for retirement, expecting our portfolios will be able to carry us thru our golden years.  But are our expectations unreasonable?   How long will our portfolios last?  Is there a certain amount of portfolio income that

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