Lots of great facts. We always like to utilize the 6.5% rule (you can withdraw this portion of your retirement funds while not diminishing your principal, on average)
https://finance.yahoo.com/news/money-milestones-finances-look-60s-140521795.html
Archive for May, 2017
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May 2017
A Look at the 60’s
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About Us
Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be they your child’s college savings or your retirement portfolio.
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax &
Financial Services, Ltd., located in South Haven, Michigan.
Recent Training
In September 2023, Kevin and the team went to Orlando, FL to connect with the leading financial professionals from Cambridge Investment Research, Inc. Here the team obtained their continuing educations credits, and review data for industry leaders from all over the country.
In June 2023, Kevin went to Colorado Springs, CO to connect with the leading financial professionals from Cambridge Investment Research, Inc. At the conference he reviewed some educations, shared ideas with other professionals, and reviewed 2023 outlooks.
Facbook Updates
Contact Info
Address:
404 Broadway Street, South Haven, MI 49090
Phone:
269-637-4400
269-637-4407
Email:
kevin@whitefordwealth.com
404 Broadway Street, South Haven, MI 49090
Phone:
269-637-4400
269-637-4407
Email:
kevin@whitefordwealth.com
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