Last quarter, this newsletter focused on the Retirement Planning section of REDW Stanley’s Wealth Management map. We looked at the inter-relationships between various aspects of financial planning and how retirement planning can span decades and often dominate other planning goals.
At the bottom of the diagram are three additional sections we refer to as the lenses through which we view the decisions that are made in the main planning areas. Because we at REDW Stanley are fiduciaries, we must first act in our client’s best interest. Then we measure and account for the tax impact of planning decisions, and finally, we factor in how those decisions affect risk.
When risk is considered, the following are possible responses… Read more.
Copyright 2018 REDW Stanley Financial Advisors, LLC. All Rights Reserved. This publication is intended for general informational purposes only and should not be construed as investment, financial, tax, or legal advice.
