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Read PDF Engineering Your Retirement: Retirement Planning for Technology Professionals

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Craig's volunteer efforts focus on business leadership associations, advising non-profit boards and coaching high school hockey. Orion Advisor Services, LLC Orion is the premier portfolio accounting service provider for advisors, providing integrated and fully customizable technology solutions. Dimensional Fund Advisors offers well over 75 investment models comprised of fund strategies which use a research-based, low cost and tax efficient approach to portfolio design.

There is no sense in working to accumulate assets if you are not going to have a plan for them. Our financial planning tools and technology will serve as a visual guide to help monitor the likelihood of your financial success.

Finding Meaning During the Retirement Process: Identity Development in Later Career Years

Our team will add expertise and professionalism to your financial and retirement plan by providing you the following:. Our process will assist you in developing a plan of action that can lead to a successful retirement. Our team will design and implement a personalized investment strategy that is based specifically on your long-term plan and risk tolerance. Investment vehicles that we utilize include:. As fiduciaries, we feel responsible to emphasize the importance of a well thought out estate plan, and consider it an essential part of financial and retirement planning.

We want our clients to be in control of the legacy they leave behind, and avoid probate whenever possible. In addition, we guide our high net worth clients through efficient estate tax planning and asset protection while working with attorneys and CPAs to achieve the desired goals. Types of estate planning related accounts we manage include:. If there is an income gap in your current financial plan, our team has the resources to help you fill that void to manage your risk and protect your family.

All policies are different, and our team has the capability to provide a variety of options so you can choose the policy that best fit your needs.

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Types of insurance policies we can assist with include:. Palm Capital Management offers a no-obligation consultation that consists of providing you a thorough financial plan with investment recommendations before any potential services begin. Individuals tend to have different preferences when communicating a strategy for their financial and retirement planning. Bottom line… we want you to be comfortable and confident, so we can accommodate an in-person meeting, telephone call, or video conference. In addition, we can share our computer screens with you for easy online navigation when presenting your financial and retirement plan.

Thank You: for contacting Palm Capital Management.

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Fidelity Investments. Financial Planning. Retirement Planning. Investment Management. Risk Management. The Brokerage Window. Engineer Your Retirement Needs Analysis. Employee Stock Options. Quarterly Market Review - Q2 Asset Class Returns Quarterly Market Review - Q1 Quarterly Market Review - Q4 Asset Class Returns: Quarterly Market Review - Q3 Pursuing a Better Investment Experience.


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Consumer Guide to Financial Self-Defense. Contact Palm Capital Management. Click for Directions. This field is required! We will be in contact with you within one business day.

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You can also call our office at: Financial Plan. If the address matches an existing account you will receive an email with instructions to retrieve your username. Skip to Main Content. First published: 1 August About this book A practical retirement planning resource for engineers, scientists, and mathematicians In , Dr.

The Retirement Engineer Story – Waterstone Financial

Mike Golio, an electrical engineer, became seriously interested in planning for early retirement. In , at the age of 49, he and his wife achieved their goal of financial independence and retired.


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Engineering Your Retirement is an outgrowth of his research. Whether retirement is imminent or many years off, this valuable guide's straightforward, analytical approach to financial independence answers the critical questions to achieving successful, comfortable, and meaningful retirement. Engineering Your Retirement discusses financial independence from the unique cultural view of the technical professional and features many charts, graphs, analytical tools, and equations to help present the financial nuts-and-bolts of retiring in a logical and analytical manner.

Reviews "This book should be of interest to anyone looking forward to retiring comfortably on one's own schedule. Author Bios Mike Golio has worked in the electrical engineering field for more than thirty-one years. During his career, his job titles included: member of the technical staff, research assistant, assistant professor, senior engineer, manager, and director.

How To Retire Early Through Property Investing - A Retirement Planning Pension Strategy

He's authored more than technical papers and served as an editor for five books, as well as a reviewer for several professional journals, IEEE conferences, and book publishers. He currently enjoys spending time on technical efforts, participating in professional activities, and serving as Editor in Chief for IEEE Microwave Magazine.