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Three parts of a retirement contingency plan
Adam Wolf compares Daytona 500 winner William Byron’s decision not to bring extra clothes in case he won the race to the pitfalls of not having a good retirement plan. He breaks down three things peo…
Published on 7 months ago
The importance of real-life advisors vs. robo-advisors
Adam Wolf discusses robo-advisors or AI chat bots that offer services. He explains how big financial firms use these and how sometimes these bots can be inaccurate. Adam also describes two areas he t…
Published on 7 months, 2 weeks ago
Three areas people leave money on the table, reasons to reconsider your strategies
Adam Wolf talks about how people need to start re-checking their financial strategies as they near retirement or go through other season-changes in life. Adam details the importance of gaining a seco…
Published on 8 months ago
What a tax planner is and do I need one?
Adam Wolf compares a tax planner to a tax preparer and why both are important. He then dives deep into what tax planning is and how it looks a thousand miles down the road. Adam also discusses the th…
Published on 8 months, 2 weeks ago
Do I have enough to retire?
Adam Wolf talks about having enough money in retirement. He discusses the wide range of years a retirement can last and how to determine one’s budget. Adam also talks about how much money to save, ho…
Published on 8 months, 4 weeks ago
The full story on RMDs
Adam Wolf defines required minimum distributions. He explains not only what RMDs are, but when people have to take them, how much they usually have to withdraw, and the penalties for not doing so. Ad…
Published on 9 months, 2 weeks ago
What Roth IRAs are
Adam Wolf digs into the definition of Roth IRAs and the tax benefits of having those accounts. He explains the many pros of a Roth IRA but also the times that they do not work best for people. Adam a…
Published on 10 months ago
Year-end tax planning
Adam Wolf defines what year-end tax planning is. He explains maximizing Roth IRA contributions, converting certain accounts into Roths by the end of the year, taking required minimum distributions (R…
Published on 10 months, 3 weeks ago
Grading retirement in the U.S.
Adam Wolf discusses a recent Yahoo! Finance article about the U.S.’ C+ retirement grade from the Mercer CFA Institute Global Pension Index. He explains the factors that make retirement difficult and …
Published on 11 months, 1 week ago
Getting to know Adam Wolf
Wolf Retirement Navigation’s Adam Wolf talks about his background and 25 years in finance. Adam describes the specialties of his firm and why retirement can be very tricky without a guide. He also di…
Published on 11 months, 1 week ago