And now, a word from Scott Thomas . . .

Planning for a multi-decade retirement is no easy task.  Even seasoned financial advisors with years of experience working out hundreds of different retirement scenarios are often challenged in establishing initial assumptions and monitoring how changing metrics affect client retirement strategies.

Attached is an article you may find helpful, especially if you, or someone you know, is in a period of job transition or within a short window before retirement.  Please feel free to pass it along.

Thank you for your confidence in our firm and if we can answer any questions or provide assistance please do not hesitate to call.

Happy Retirement Planning!


 The Art of Managing Retirement Assumptions


















The views are those of Scott M. Thomas and should not be construed as investment advice.  All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.  Past performance does not guarantee future results.