by Joe Clark | Jun 25, 2020 | Your Life After Work
Attitude and circumstances jointly impact your optimal distribution strategies. Distribution is difficult, emotionally, and logistically. Moving parts need to function in harmony that can become disjointed, leaving your dedicated efforts toward saving and accumulating...
by Joe Clark | May 14, 2020 | Investments, Life Happens, Your Life After Work
“New York City was not prepared for the destruction that occurred September 11th, 2001.” Mayor Giuliani surprised our audience at the World Business Forum with those seemingly harsh words. The recovery in New York was nothing short of spectacularly inspiring. The city...
by Joe Clark | Feb 13, 2020 | Blog, Investments, Your Life After Work
A successful retirement requires you to get many components correct. Sadly, failing at retirement can occur by missing or failing in just one of the many areas required for success. How issues relate to one another can be confusing and complex. Changing market...
by Joe Clark | Dec 19, 2019 | Tax Planning, Your Life After Work
Taxation is as much a part of retirement as it was during your working years. The basics remain consistent but how your money is taxed annually changes dramatically. We have devoted the last seven weeks and the next three weeks to walk you through how to retire on...
by Joe Clark | Dec 12, 2019 | Investments, Your Life After Work
At the Financial Enhancement Group, The Fiduciary Focus is our proprietary method for evaluating how a portfolio is doing at any given time. A fiduciary, by legal standard, has to treat your money as if it were their own and if they were in your situation. Many...
by Joe Clark | Dec 3, 2019 | Blog, Your Life After Work
Your life after work begins with maintaining your standard of living. Fulfillment and financial happiness are not about the replacement of income but rather matching the standard of living you were accustomed to having before leaving the workforce. Standard of living...