“Buckets of money” has a nice ring to it, doesn’t it? It may sound like wishing to win the lottery, but it is a serious strategy for managing your retirement income. With this strategy, you segment…
When it comes to retirement income, most people like to imagine having so much money that they can just live on dividends and interest. The reality is that most people will never have enough money to…
Traditionally, there are four pillars to retirement planning: Interest, Dividends, Capital Gains, and Principal. In this series of retirement income articles, we want to explore the best way to balance these pillars. In this article, we’re…
At Uncommon Wealth Partners, we love helping our clients conceive and achieve the uncommon path that allows them to live an utterly uncommon life. It’s right there in front of all of us and it’s our…
We have been in business as Uncommon Wealth Partners for 3 years and still, to this day, we get asked, “What is it that you do, exactly?” This is a compliment to us as well as…
All too often, it is easy to fall victim to your circumstances and not take ownership of your decisions in life. I think the reason we avoid ownership is that it feels better to have someone…
Customer service today is paramount and creating value in new ways is the last frontier in differentiation between most businesses. The book, Hug Your Customers is the answer you’ve been looking for when it comes to…
When one of our principals got invited to sit on the board of the Fletcher Foundation, they were so honored and excited. They were there early on, so they got to see and be a part…
There are many ways to structure retirement income. Some come with more risk and uncertainty than others. So, what if you are very risk-averse? What are your options for retirement income? One strategy that is popular…
See no evil, hear no evil. One of the biggest threats to retirement income is inflation, largely for two reasons: It’s not something that registers in your mind year after year Nobody talks about it So…
Traditional and Roth. These are the two main types of IRAs that you can open or facilitate via rollovers and transfers. Let’s take a look at what they do and which might be the best choice…
You regularly give to your church and when a hurricane or other natural disaster relief is needed, you step up. You have a few local charities you give to every year. And up until a few…
