Can I Retire Now? How Sequence of Returns Affects the Answer

Calculating Your Retirement Planning

In a previous article, Can I Retire Now, I shared the 4 Percent Rule which holds that retirees can withdraw 4% from their investment portfolios each year and never run out of money.  If you’ve read the article, you now know that sometimes retirees can safely withdraw more than 4% each year and sometimes less…

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Can I Retire Now?

Can I retire now

It Depends….. If you’re nearing retirement age, the question, “Can I retire now?” may be top of mind for you.  I get asked this question a lot and unfortunately, my initial answer almost always has to be, “It depends….” When my clients start thinking about this question, we have a preliminary discussion about the key…

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