WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

“Phasing Out”: The Art of the Gradual Retirement

Posted by Seton McAndrews | CFP®, Managing Director & Chairman of the Investment Policy Committee

August 31, 2016

Many retirees or those pondering retirement know: sometimes it’s difficult to let go. After spending decades being hard-wired to go to work week-in and week-out—and in many cases enjoying it—just retiring cold turkey can be a lot to process. That’s why many people opt to “phase out” instead, incrementally weaning themselves away from work and towards retirement. Call it, a “gradual retirement.”

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Retirement Planning Social Security Benefits Portfolio Strategy

Wells Fargo Market Commentary August 2016

August 30, 2016
Dan Wanstreet, CFA and Carl Merritt from the Advice & Portfolio Specialist Team report on consumer discretionary as well as energy stocks ... [+] Read More

How Team Sports Can Affect Retirement Planning

August 25, 2016
The Olympics ended with a spectacular closing ceremony, the event showed competition is alive and well and the United States topped the ... [+] Read More

Polen Capital Reports 2Q 2016 Performance

August 23, 2016
We have a clear investment discipline and a clear compass... After delivering a strong first quarter performance, Polen Capital ... [+] Read More

As A New President Rises, Will the Markets Follow?

August 16, 2016
The U.S. presidential election has capitalized the news media, social media, and pop culture for nearly a year now, and we still have ... [+] Read More

Doug's Quiz Corner: Early IRA Withdrawal

August 16, 2016
Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug provides a an example to show the cost of taking an early withdraw ... [+] Read More

2 Key Social Security Strategies Legislated Away – What You Need to Know

August 9, 2016
Two strategies designed to maximize Social Security retirement benefits just got cut, but it doesn’t mean your benefits have to shrink too ... [+] Read More

BlackRock Weekly Update August 2016

August 9, 2016
The worst of the U.S. profits recession appears to be over... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the ... [+] Read More

Wells Fargo: July Economic Data Recap, Looking Ahead to August

August 4, 2016
Dan Wanstreet, CFA – Advice & Portfolio Specialist Team shares his thoughts on the "FANG" stocks and what July's economic indicators may ... [+] Read More

There’s Still Time: Backdoor Roth Conversions

August 3, 2016
Two years ago we wrote an article about how high income earners—who are generally excluded from Roth IRAs because of income levels—could ... [+] Read More
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