Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Article

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 2023
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Which Way is Your Household GDP Trending?

    Which Way is Your Household GDP Trending?

    December 14, 2021
    The Gross Domestic Product (GDP) is a number followed closely by Wall Street and economists, to determine the overall economic health of our country. This macroeconomic data is most useful when viewed through your own filters. Have you considered calculating your household’s GDP to determine your economic health?
    Read this Article

  • Securing Your Future with Life Cycle Planning

    February 18, 2025
    Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.
    Read this Article

  • Podcast Highlight - Anticipating Fed Funds Cuts

    March 14, 2024
    The Strong Valley Team gives an update on the Fed Funds and examines the relationship rates have with compounding inflation.
    Read this Article
  • How Much Tax Should You Have Withheld?

    How Much Tax Should You Have Withheld?

    February 12, 2023
    Overpaying your taxes allows the IRS to hold onto your money longer. On the other hand, underpaying your taxes can result in a big tax bill in April that you might not be prepared for. The best way to avoid these problems is to strive to match the amount withheld as closely as possible to your actual tax liability, which will require some adjusting as changes occur in your life. Here’s some quick tips on how to do that.
    Read this Article
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset