Welcome to Retirement Income Visions™! As many of you know, I’ve been writing and publishing Financially InKlein’d™, featured on Financial Design Center’s website, for the last 20 years.
Whereas Financially InKlein’d™ covers a spectrum of timely personal financial planning topics revolving around the theme of Planning, Managing, and Protecting Your Financial Independence™, Financial Design Center’s trademark, the focus of Retirement Income Visions™ is Innovative Strategies for Creating and Optimizing Retirement Income™.
As always, I’m inspired and motivated by my clients. The birth of Retirement Income Visions™ is no exception. While retirement planning has been the cornerstone of my financial planning practice for years, the importance of retirement income planning as a separate and distinct discipline was magnified during the October, 2007 – March, 2009 stock market decline.
My goal in writing this blog is to bring to your attention innovative planning strategies that you can use to create and optimize your retirement income, and, in many cases, reduce your exposure to adverse financial market conditions. The customization and implementation of these strategies for your needs by an experienced retirement income planning professional should enable you to visualize and live a more fulfilling and less stressful life.
I’m excited and I look forward to sharing my knowledge and expertise with you on a regular basis. Subject to change, my plan is to publish a new blog post each Monday morning. I invite and encourage you to share your thoughts with other readers of Retirement Income Visions™ by clicking on “Comments” at the end of each blog. Your feedback is very much appreciated and will be considered in connection with the development of future topics.
If retirement income planning is of interest to you, please click on “Subscribe” in the navigation bar above and I will make sure that you automatically receive each edition of Retirement Income Visions™. Finally, if you know others who you feel would benefit from Retirement Income Visions™, please click on “Email this” or “AddThis!” following this and each forthcoming blog post.
Finally, since the subject matter of this blog is technical in nature, a Glossary of Terms is available for your reference. New terms will be added as they appear in each blog post. You may access the Glossary by either clicking on Glossary in the navigation bar at the top of this blog or by clicking on unbolded blue links in each blog post.
Thank you for visiting. Until next time!
Robert Klein, CPA, PFS, CFP®, RICP®, CLTC® is the founder and president of Retirement Income Center in Newport Beach, California. Bob is also the sole proprietor of Robert Klein, CPA. Bob applies his unique background, experience, expertise, and specialization in tax-sensitive retirement income planning strategies to optimize the longevity of his clients’ after-tax retirement income and assets. He does this as an independent financial advisor using customized holistic planning solutions based on each client’s needs and personality.