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January 2015 – The Financial Preserve from Lonier Financial Advisory LLC
Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Monthly Archives: January 2015

    • January, 2015
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Some Caution About Retirement Income and English Gentlemen

“A mere madness, to live like a wretch, and die rich.” —Robert Burton, The Anatomy of Melancholy, 1621 My mother used to say that a gentleman lived on the interest from his principal. That didn’t apply to our circumstances, not by a long shot (substitute “sweat of brow” and you’re closer to fact). I suspect […]

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Finding the Upside on Your Household Balance Sheet

Inescapably the time comes to consider that spending from savings is different from saving from income. You survey your savings and investments, scattered across a number of accounts, and the question arises, how best to manage this money to get the best lifetime outcome for the household when you are no longer earning a high […]

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