Rethinking Retirement  

Financial Maturity

The following sites have information regarding financial education which you may find useful. These sites are not related to and are provided for your convenience but do not constitute an endorsement.

The Financial Industry Regulatory Authority (FINRA) public investors website contains tools and calculators, investor education, and market data.  FINRA is the largest non-governmental regulatory agency overseeing securities firms in the United States with a primary goal to protect the investing public. is the site for the Certified Financial Planner Board of Standards.  This site is for both consumers and financial professionals.  Consumers can learn more about financial planning and search for a CFP Board-certified financial advisor in their area.

The Financial Planning Association is a leadership and advocacy organization for those who provide, support and benefit from financial planning.  The FPA's consumer website provides tools, resources and information for those seeking financial maturity.

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Safe Withdrawal Rate

What is a "Safe" Withdrawal Rate?

One of the most important questions any of us must decide as we prepare for retirement is, "How much can I withdraw from my retirement savings accounts without depleting the balances and risk running out of money?" Whether you're already retired, in the final stages of preparing to retire, or a decade or more away, understanding how much income your accumulated investment assets can generate is critical to your long-term planning...

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