We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more

 
BAM Intelligence

Reaching a Comfortable Retirement

Stuart Vick Smith, ML&R Wealth Management, Austin, TX, 5/5/2016

Determine your annual spending. Add or remove expected expenses. List your retirement income sources. Use the 4% rule. BAM ALLIANCE member Stuart Vick Smith on figuring out how much money you need for a comfortable retirement.

This commentary originally appeared April 27 on KVUE.com

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2016, The BAM ALLIANCE

Share Button

The BAM ALLIANCE

Stuart Vick Smith collaborates with women to help them achieve financial freedom. Along with her deep understanding of wealth management and tax, she helps her clients as a holistic planner instead of just an investment advisor. In her 10 years as partner with ML&R Wealth Management, she believes it is important to build and maintain long-term relationships. She connects with her clients on a personal level allowing them to develop a plan to support their long-term dreams for themselves and their families. She has been recognized in her industry and has been asked to speak at national events on the topic of women and wealth. Stuart lives in Austin, Texas and enjoys time with her husband, two kids and two rescue dogs.

Latest BAM Intelligence

Benefits of Rebalancing

Income Planning and IRMAA in Retirement

Relief for Retirement Account Owners

Industry Events

No events scheduled at this time.

Get in touch

Find or become an independent
BAM ALLIANCE advisor.