Many people enjoy a couple months or even years of retirement before the lack of a paycheck and declining account balances start to make them worried about their finances.
These are people who have been withdrawing from their investment accounts to fund their retirement and aren’t sure if they have been withdrawing too much or too little, or if they are withdrawing from their accounts in the correct order to optimize taxes.
No matter what phase of retirement our clients are in, they have one thing in common. They know the importance of having a partner they can trust with the profound responsibility of protecting their retirement lifestyle. Most of them have sacrificed for decades to accumulate their savings. Having guidance from the experts at Ruedi Wealth Management gives them the confidence to make smart financial decisions and create the best possible foundation for their golden years.