Donald C. Reutemann CFP®, RPA, AIF®

(518) 612-1054

 

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How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

SECURE Act 2.0: An Overview

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

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Investment Strategies for Retirement

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

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If you died, what would happen to your email archives, social profiles and online accounts?

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Understanding the cycle of investing may help you avoid easy pitfalls.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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