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Imagine booking the flights, the hotels, and the tours for your dream trip to Iceland, only to be turned away at the airport because of a passport rule you didn’t know existed.
A client of mine recently faced this exact heartbreak. Despite having everything “ready,” a small detail—a passport expiring within six months of return—stayed behind while the rest of the family flew out.
Retirement planning is no different. You can have the savings, but if you miss a technical detail like a Required Minimum Distribution (RMD) date or pick the wrong date to start income, your “dream retirement” can hit a major roadblock.
At Intelligent Investing, we leave nothing to chance:
- We Stress-Test for the Unexpected: When we build your financial plan, we run 1,000 simulations through Monte Carlo analysis to see how your strategy holds up against the “what-ifs” of the market.
- We Handle the Deadlines: From ensuring RMDs are satisfied by year-end to optimizing tax distributions, we manage the technicalities so you don’t have to.
- We Are Your Fiduciary Safety Net: As we age, managing complex details gets harder. As fiduciaries, we act as a permanent second set of eyes, looking out for your best interests and protecting your plan even when you’d rather be focusing on family and life.
Cleared For Takeoff
Our client from the Iceland story stayed productive by tackling house projects, but our goal is to make sure you never have to miss the “trip” in the first place. We use our Intelligrations® process to organize your “financial junk drawer” and catch the expiration dates before you get to the gate.
Is your financial plan truly “cleared for takeoff”? Let’s run the simulations and organize the details. Message us to start your journey with a plan that’s built to last.
