Social Security (Part 1)An often overlooked component of retirement planning is how best to utilize your Social Security benefits. Some financial advisors...
How to Build Your Roth Assets: Part 2We recommend building your retirement assets by contributing to three separate “buckets” of money: 1) traditional retirement accounts; 2)...
How Much to SaveTwo of the most common questions people ask about retirement planning are, “How much should I save?” and “Am I on track with my...
Pay Yourself FirstShearwater Capital was founded in 1999. During the past 14 years, we’ve had an opportunity to observe which factors have contributed the...