Is $2 million enough to retire in Texas? For most retirees, the answer is yes – but only with the right income strategy. We break down the real numbers, including Social Security, taxes, and sustainable withdrawal rates.
Forget the 4% rule – a dynamic “guardrails” strategy can help you safely spend more in retirement. Learn how flexible income planning leads to higher lifetime spending and greater peace of mind.
We’ve had prospective clients ask us, “Why can’t you just tell us what to invest in and we manage the portfolio?” It’s a fair question, and the answer comes down to this: we’ve found that delegated management enables us to do our best work and it consistently delivers better outcomes. Here’s why:
The Trump Account lets families contribute up to $5,000 per year to a child’s retirement account — but crossing certain thresholds could trigger gift tax reporting. Here’s what you need to know before the July 5 launch.
One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company…
Here are five key strategies that can help you avoid the landmines and secure the happy, fulfilling next chapter that you deserve.
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
If managing your money better is one of your New Year’s goals, but you were shocked to learn that the Mint announced they are shutting down, don’t worry. Many Mint alternatives exist to help you create your budget and reach your savings goals. Is Mint Shutting Down? Mint is one of the longest-running personal finance […]
Early retirement is a great goal, but many overlook one important question: How much does health insurance cost for early retirees? Without employer coverage, you are responsible for your insurance, whether a short-term health insurance plan or something longer-term if you retire well before age 65. How Much Does Health Insurance Cost for Early Retirees? […]
If you retire early, you need a solid personal finance plan to have enough funds for everyday living and to complete your retirement goals. Typically, accessing retirement funds early results in penalties and taxes, but with a few steps, you can learn how to access retirement funds early. How to Access Retirement Funds Early Accessing […]