Donald C. Reutemann CFP®, RPA

(518) 688-2223

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Share |
 

Related Content

How Will You Be Remembered?

How Will You Be Remembered?

How are you protecting your own memory through adequate legacy planning that will pass your gains safely on to your family.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

 

Have A Question About This Topic?







Thank you! Oops!

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Will You Be Remembered?

How are you protecting your own memory through adequate legacy planning that will pass your gains safely on to your family.

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

View all articles

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos