Retirement planning is a complicated process dealing with innumerable unknowns. It is best handled with advanced computer modeling software to stress test different assumption sets and investment scenarios.
Please watch my 5-minute video where I present a high level overview of a sample retirement case with our industry-leading software, MoneyGuidePro. We are happy to prepare and present a completely customized analysis for you. Please contact me at tony.ash@dattilioash.com for more info.
Disclosure: Dattilio & Ash Capital Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Please first consult a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. For more disclosure information about Dattilio & Ash Capital Management, LLC and to view the firm's Form ADV Part 2A brochure, please see the SEC Investment Adviser lookup website at https://www.adviserinfo.sec.gov/. Per 950 MASS. CODE REGS. 12.205(8)(a)2., 12.205(8)(f)-(h): Requiring Investment Advisers Registered in Massachusetts to Provide Clients and Prospective Clients With a Stand-Alone Fee Table, please see the Dattilio & Ash Capital Management Fee Table at the link here.