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Nearing Retirement

Video Transcript: Are you getting close to retirement and want to make sure you’re ok? Tupler financial helps clients just like you answer this simple question; will I be ok financially to live the life I want in retirement? We help you plan ahead for retirement...

Don’t Let Timing Ruin Your Retirement

Video Transcript: Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you begin withdrawing money from your investments can dramatically impact your long-term wealth. It’s called...

Is a Tax-Free Retirement Possible?

Video Transcript: A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them?It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and...

When is the Best Time to Retire?

Video Transcript You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one decision, but a series of decisions and calculations. For example, you’ll need to estimate not only your...

What Does it Mean to be Truly Wealthy?

Video Transcript: Have you ever wondered what it means to be truly wealthy? There is no one right answer, true wealth means different things to different people. To some, it’s a big bank account. To others, it’s never running out of money. To some, it’s good health....
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