AMR, Financial Planning for Life Milestones Part 3

AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement.

Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful model that takes into account different variables – like how you like to invest, spending patterns, and other circumstances.

If you are going through a divorce, it is important to get organized and know the details of your financial picture. A Certified Divorce Financial Analyst (CDFA®) can help with the financial planning aspects of divorce.

And don’t forget that Required Minimum Distributions (RMDs) must be taken in 2021.