COMPLETE FINANCIAL PLANNING
From fiduciary, comprehensive planners
Learn more about CEO Dave Zaegel’s motivation to help guide your financial future.
Are you frustrated not getting the advice you need?
We talk with many people who simply aren’t getting the help they need, even if they already work with an advisor or CPA. We remove that frustration, work with you to develop a detailed plan, and help you implement and adjust the plan over the long-term.
How Interest Rates Affect Your Retirement Income
Retirement Income Planning How Interest Rates Affect Your Retirement And how to protect your income when rates move Dave Zaegel · Retire With Peace, Episode 201 Most retirees know that interest rates matter, but many are surprised to learn that rising rates can hurt both sides of a traditional portfolio—stocks and bonds at the
How Much of Your Retirement Should Be in Bonds?
Retirement Income Planning How Much of Your Retirement Should Be in Bonds? Dave Zaegel · Retire With Peace, Episode 197 Should your retirement portfolio be 60% stocks and 40% bonds? Or would 70/30 give you more growth? Maybe 50/50 feels safer? Ask around and you’ll hear strong opinions. Some say a retirement portfolio should be
The 4% Rule vs. the 4.7% Rule: How Much Can You Safely Spend in Retirement?
If you’ve been told to withdraw 4% of your savings each year in retirement, here’s something that may surprise you: the creator of the 4% rule now says it was too conservative. Bill Bengen has updated his research and raised his “safe” withdrawal rate to 4.7%. But the real lesson isn’t the new percentage—it’s that
CWOs for Hire LLC is a registered investment advisor with the states of Missouri and Texas, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities Exchange or Commission or any state securities authority does not imply a certain level of skill or training.
CWOs For Hire
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