Articles by Martin Schamis

  • Is Your Portfolio in Sync With Your Retirement Withdrawal Strategy?

    Martin Schamis October 19, 2022

    A basic approach to withdrawing assets would include liquidating bank accounts, non-qualified brokerage accounts, non-qualified variable annuities, IRA accounts, and Roth IRA accounts, in that order.

  • Estate planning for the family of a child with special needs

    Martin Schamis March 22, 2022

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

  • A family conversation on estate planning

    Martin Schamis January 14, 2022

    Estate planning can be difficult. For many of us, the first hurdle in developing a sound estate plan is coming to grips with our own mortality. Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability.

  • How to start planning retirement withdrawals

    Martin Schamis December 16, 2021

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

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