Retirement Income

The Value of Opening a Roth IRA at the End of the Year LionsGate Advisors

The Value of Opening a Roth IRA at the End of the Year

November 28, 2022
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These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), optimize your withdrawal timing, or take advantage of catch-up contributions, your IRA strategy may be one of the main components of your income strategy. So, let’s talk about the Roth IRA and […]

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Making the Switch to Paying Yourself LionsGate Advisors

Making the Switch to Paying Yourself

November 14, 2022
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You’ve probably had a daily routine for most of your life – from tying your tie and greeting your coworkers to loosening that tie when you get home. When thinking about retirement, not only does your daily routine change but your financial routine does too. In your working years, you made sure to have a […]

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Does the 4% Rule Really Work? Lionsgate Advisors

Does the 4% Rule Really Work?

October 31, 2022
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During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is the real key to living the retirement you dream of. You may have done some […]

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5 Key Components to the Retirement Bucket Strategy Lionsgate Advisors

5 Key Components to the Retirement Bucket Strategy

August 21, 2022
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Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or trying to get rich quickly. It requires a different perspective on your wealth and income that accounts for your needs in different stages of your life, from the beginning of your working years through your retirement. These five key […]

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Mature man using a Laptop

Are You Asking the Right Questions Before You Retire?

August 2, 2022
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You might remember a time when markets kept increasing and your retirement portfolio was smooth sailing. But that was before the recent inflation numbers and market correction. You may have built a substantial nest egg, but even then, you may be concerned about how you will maintain your lifestyle in retirement and how you will […]

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