Polson Bourbonniere Derby Wealth Management wants you to be informed of the latest financial planning strategies.
Check here often for articles that we believe would be of interest to you.
The Benefits of Beneficiary Designations
· Information
You likely have a Will or you’re planning on drafting one to…
Read More >
5%? 4%? Less? What’s a safe withdrawal rate during retirement?
· Information
Historically, the unwritten rule in the investment industry has been that, to maintain your capital level over 30 years of retirement, you shouldn’t withdraw more than 4 to 5% from your portfolio in any given year.
Read More >
