Stay informed with timely market commentary and in-depth monthly reviews
Retiring Early: A Friendly Guide to a Sustainable Plan
Retiring early takes more than reaching a savings goal. This practical guide explores how to build a sustainable plan around your lifestyle, income, healthcare, taxes, and investment withdrawals—and prepare for the unexpected along the way.
Test Drive Retirement: How to Prepare Before You Retire
A Test Drive Retirement lets you put your retirement plan into practice before leaving the workforce. Learn how testing your projected income, spending, and lifestyle can uncover gaps, refine your financial plan, and help you retire with greater confidence.
To Roth or Not to Roth: Is a Roth Conversion Right for You?
Roth conversions can be a powerful strategy for reducing taxes in retirement, but they're not the right choice for everyone. Learn how Roth conversions work, when they make the most sense, and how they can affect Medicare premiums, Social Security benefits, and required minimum distributions (RMDs). With thoughtful planning and guidance from your accountant and financial adviser, a Roth conversion can become an important part of a tax-efficient retirement strategy.
Can I Retire at 60?
Can you retire at 60? The answer depends on more than reaching a certain savings goal. Early retirement requires careful planning around income needs, health care costs, Social Security timing, taxes, and portfolio sustainability. In this article, we explore the key financial and lifestyle factors that determine whether retiring at 60 is realistic and how to build a plan designed to support a secure and fulfilling retirement for decades to come.
Tony Minopoli on The Drew Mariani Show: Retirement 101
Founding Partner, Tony Minopoli, joined Drew Mariani to discuss retirement, saving, and insurance. Play the episode or listen to the full podcast on Relevant Radio.
Tony Minopoli on The Money Path Podcast: Tax-Aware Strategies for Building and Preserving Wealth
Tony Minopoli joins The Money Path to discuss how high-net-worth investors are integrating tax strategy, alternative investments, and disciplined portfolio construction to enhance returns and navigate today’s uncertain market environment.