-
4 Percent Rule in Retirement: Does It Still Work in 2026?
4 Percent Rule in Retirement: Does It Still Work in 2026? The 4 percent rule has been the default starting point for retirement withdrawal planning for decades. The idea is straightforward: withdraw 4 percent of your portfolio in year one, adjust that dollar amount for inflation each year, and your money should last 30 years.…
-
Do These 3 Things if Contributing to the Roth 401(k)
When most people think about saving for retirement, their first instinct is often to contribute to the traditional, pre-tax side of their 401(k). After all, it feels great to watch your taxable income drop, and you get the satisfaction of “saving on taxes” today. But what about the Roth 401(k)? This powerful tool offers a…
-
The 5 Biggest Retirement Mistakes to Avoid (And How to Fix Them)
Are you planning for a secure retirement? Retirement mistakes can quietly derail even the best financial plans. What are your biggest financial goals? If you’re like most people, retirement is at the top of the list. But have you developed a retirement strategy that ensures you won’t run out of money? Retirement is one of…
-
5 Pro Tips for Building Wealth
Are you working towards building wealth? To do so is not just about growing your paycheck; it’s about making wise financial decisions that create lasting prosperity. Whether you’re just starting or fine-tuning your strategy, small adjustments can have a big impact over time. Here are five expert tips to help you maximize your investments and…
William Mock, CFP®, ChFC®, CRPC®
Ready to secure your financial future?
Join a Legacy of Success with 30 Years of Unwavering Dedication to Client Satisfaction
