Retirement Withdrawals and the Importance of Sequence of Returns

Edgepoint has put together a great article that explains the sequence of returns. The easiest way to think of sequence of returns is to picture the opposite of dollar cost averaging (adding to investments monthly, bi-weekly or weekly). The sequence of returns is the timing of your withdrawals in retirement….

Salvation Army Back to School Donation Success!

This year was a record for gathering backpacks and supplies!   We had school supplies come in worth over $600. Astra matched that for a record donation worth over $1200. (That was a fun Walmart shopping trip!!)   Supplies delivered and met with many thanks from the Salvation Army Haven…

Astra Client Spotlight

Astra Client spotlight features our clients and their words so that we can gain more insight and learn from each other. Meet Astra members, Stacey and Shawn. We asked them a few questions:   Tell us about yourselves.  What do you do for fun and how do you stay busy?…

4 things to know for retirement

Astra Tour – How to find us!

Take a sneak peek at our new offices.    

Pivoting Retirement Lifestyle During Covid – Astra Financial

Change of Plans Have your retirement travel plans been put on hold? Are you feeling a little lost with the uncertainty of what to do this winter if you are unable to travel? We have weathered the financial market storm right now and we have planned for this in your…

A few articles of interest

What we’re reading: Can you deduct office expenses while working from home?  https://business.financialpost.com/personal-finance/taxes/can-you-deduct-home-office-expenses-if-youre-forced-to-work-from-home-during-the-pandemic   “Am I ready for retirement?” and “How do I get ready?” are questions on the minds of many. Edgepoint has a Retirement series article that discusses four things you need to consider when planning for retirement…

Quick Update

Updated Government Benefits

A few new programs announced this week. We have provided a quick summary for you.  

Navigating Volatility

Brandon Colonna, regional VP with Invesco shared some perspective during this market correction. I invite you to watch our conversation and find some comfort through the current volatility.     A few take-away’s that Brandon shared We believe the #1 threat to your investment portfolio is unbridled emotion. Be wary…