Seven Principle's for a Successful Retirement

Retirement, or financial independence, can be a complex journey. Built with JP Morgan, this 12 page guide will help you get there.

Where should we send your digital copy?

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Why Download this Guide?

  • Retirement withdrawal approaches​​

    • Your portfolios allocation, and percentage withdrawal rate will drastically impact how much you get to take in retirement. This dictates how much you get to spend, and enjoy in retirement. In this guide, we illustrate these differences.  ​

  • Social Security strategies/timing

    • There are several hundred filing strategies for Social Security. In this guide​, you will learn how to calculate the difference between waiting, and filing early for Social Security. 

  • Health care costs, and strategies

    • Investing in an HSA can save you thousands in health care costs. In this guide, you will learn the potential tax savings you could have.

  • "Tax Diversification" techniques​

    • When should you make tax-free "ROTH" retirement contributions as opposed to tax-deferred "traditional"? With a simple illustration, we give you an easy way to approach this question.

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Who is this guide for?

Don't worry, we aren't going to spam you. By giving us your email, you are letting us know where we should send your PDF downloadable guide. We also have one of the top ongoing financial educational video and blog series, which we will notify you of. Don't believe us? Watch one of our videos, you'll see the difference.  As always, you can unsubscribe at any point in time, for any reason.

This easy to understand (but insightful) guide is built for the pre-retiree. If you find yourself asking "how much do I need to retire", or "how much, and where should I be saving my money" this guide is for you. 

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From the Author...

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"As a fiduciary, I am legally obligated to act in the best interests of my clients when financially planning. My mission is to help clients, students, and the people of the community weed through financial complexities and make sound, educated financial decisions that lead them to financial independence. I don't work for some large corporation...schools trust me (over 20 high schools and colleges had me present in 2020) because I am independent, and lead with education first. I created this guide in collaboration with JP Morgan's data, and I hope that you find it helpful. Feel free to follow along with any of our educational content."

Michael MacKelvie

Certified Financial Planner™

Creator, Vivid Wealth Management

Based in Portland, Oregon

Investment advisory services offered through Cascadia Advisory Services, LLC, a Registered Investment Advisor.

Vivid Address

8050 SW Pfaffle St # 100

Portland, OR 97223

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Vivid Contact

503-967-3440