How much retirement income is enough? In this video, Marlena Lee, PhD, explains that the answer should be customized based on each individual’s lifestyle and income prior to retirement.
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This video covers a topic that hits close to home at Bourke Wealth Management and with our clients: retirement spending. With the evolving challenges of funding 20 to 30 years…
In November, 2012 the Pacific Coast Business Times ran the following article in which Kevin gives helpful advice for people planning their retirement.
As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
This article originally appeared in the Santa Barbara Independent online on May 12, 2009. To see the PDF of the article, click here. Consider Rolling Everything Into an IRA By…
This article originally appeared in the Santa Barbara Independent online on June 22, 2008. To see the PDF of the article, click here. By Kevin Bourke Sunday, June 22, 2008…
This article originally appeared in the Santa Barbara Independent online on May 18, 2008. To see the PDF of the article, click here. Pretend It Doesn’t Exist By Kevin Bourke Sunday,…
This article originally appeared in the Santa Barbara Independent online on April 13, 2008. To see the PDF of the article, click here. What to Do if You Didn’t Start…