Outliving financial assets as the result of a longer life
Limited access to assets to meet life's unexpected financial needs
Reduction in real purchasing power as the result of increasing cost of living
Unexpected reduction in the value of financial assets at the time of withdrawal
Loss of financial assets as the result of a partner's or spouse's death
Decreasing retirement income as the result of increasing future tax rates
• Portfolio drawdown
• Critical target portfolio returns
• Medical powers of attorney
• Long-term care cost
• Asset correlation
• Durable powers of attorney
• Social Security income
• Portfolio diversification
• Trust options
• Pension
• Risk tolerance
• Tax-optimization strategies
• Retirement plan
• Fees
• Tax-loss harvesting
• Required Minimum Distributions
• Tum-over ratios
• Income tax bracket
• Guaranteed lifetime income
• Income-focused investments
• Deduction maximization
• Forecast expense
• Direct indexing
• Capital-loss deductions
• Liquid assets
• Value-based investing
• Charitable giving deductions
• Inflation protection
• Survivorship income needs
• Roth conversion
• Portfolio
• Life insurance
• Tax-free retirement income
• Portfolio efficiency
• Living will
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.
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