The Retirement CompassThe Retirement Compass

This is Not Your Father's Retirement.

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The Retirement Compass

Jeff and Tim broke away from big corporations to help get our families closer to their dreams. We understand the financial sector is complicated by de 
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In this conversation, Jackie, Tim, and Jeffrey discuss financial planning rules of thumb and their relevance in today's retirement landscape. They explore the 60-40 rule, the rule of 72, the 4% rule, and the rule of 100. They also address common concerns and misconceptions about retirement planning and emphasize the need for a comprehensive approach that includes income planning, investment planning, tax planning, healthcare planning, and estate planning.

Reach out to Stonebridge at 866-295-5146 or check the website for one of their 4 offices in Nebraska at Stonebridge Insurance & Wealth Management.

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  1. The Retirement Compass

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The Retirement Compass

Jeff and Tim broke away from big corporations to help get our families closer to their dreams. We un 
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