Booth Financial Insights

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.

Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.

Helping your clients with the year-round effort to maintain your tax strategy.

While an investment advisor can be helpful in any situation, hiring one is typically more important when you are nearing retirement or have complex issues and questions to sort out.

Retirement changes everything. Has your money mentality changed with it?

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?