• Early retirement

  • 2022/02/18
  • 再生時間: 11 分
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  • Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be overlooked, including social security timing.

    Featured Advisors:

    • Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
    • Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
    • Cody Demmel, CFP® - Connect on LinkedIn

    Relevant Links:

    • WSJ article on early retirement
    • Important Disclosures

    Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request.

    Past performance cannot guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown.

    Statements contained in this presentation that are not historical facts are based on current expectations, estimates, projections, opinions, and/or beliefs of Morton Brown. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology.

    Morton Brown is neither a law firm, nor a certified public accounting firm, and no...

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あらすじ・解説

Have you considered early retirement? In this week's Intentional Wealth Update, our advisors discuss real-life case studies of people who have chosen to retire early. Dennis, Katie, and Cody highlight the popular considerations for early retirement and important financial factors that could be overlooked, including social security timing.

Featured Advisors:

  • Dennis Morton, CFP®, ChFC® - Connect on LinkedIn
  • Kathryn Brown, CFP®, ChFC® - Connect on LinkedIn
  • Cody Demmel, CFP® - Connect on LinkedIn

Relevant Links:

  • WSJ article on early retirement
  • Important Disclosures

Historical performance results for investment indices, benchmarks, certain securities and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that Morton Brown Family Wealth LLC (Morton Brown) account holdings correspond directly to any comparative indices or categories. Please also note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Morton Brown accounts; and (3) a description of each comparative benchmark/index is available upon request.

Past performance cannot guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Morton Brown or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Morton Brown.

Statements contained in this presentation that are not historical facts are based on current expectations, estimates, projections, opinions, and/or beliefs of Morton Brown. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Certain information contained in this presentation constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “seek,” “expect,” “anticipate,” “forecast,” “project,” “estimate,” “intend,” “continue,” “target,” or “believe” or the negatives thereof or other variations thereon or comparable terminology.

Morton Brown is neither a law firm, nor a certified public accounting firm, and no...

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