Senior Advisor at Summit Financial Strategies, Inc., Blogger in The Fee-Only Planner at Forbes.com, Advisory Board at myStockOptions.com
Location:
Columbus, Ohio
Industry:
Financial Services
Work:
Summit Financial Strategies, Inc. since 1998
Senior Advisor
Forbes.com since 2011
Blogger in The Fee-Only Planner
myStockOptions.com since Mar 2002
Advisory Board
AT&T 1977 - 1998
Technical Manager
Bell Laboratories 1977 - 1998
Technical Manager
Education:
The Ohio State University 1972 - 1977
PhD, Cognitive Psychology
Bradley University 1970 - 1973
MA, Psychology
Duke University 1966 - 1970
BS, Psychology
Phillips Exeter Academy 1962 - 1966
Skills:
Retirement Planning Personal Tax Planning Wealth Management Investment Strategies Sustainable Portfolio Withdrawals Alternative Investments Estate Planning Incapacity Planning Asset Managment Executive Compensation Investments and Taxes Company stock-based compensation Executive Pay Investments Strategic Financial Planning Retirement
Round Lake Beach Elementary School Round Lake IL 1962-1966, John T. Magee Middle School Round Lake IL 1968-1973, Round Lake Junior High School Round Lake IL 1969-1973
Tom Davison (1970-1974), Mike Ahnert (1984-1988), Don Rydzik (1977-1981), Eric Rudzinski (1995-1999), Lylace Jacobs (1944-1948), Natalie McCarthy (1989-1993)
Certified financial planners Neil Krishnaswamy and Tom Davison say older adults do have options for filling the financial gap until they are eligible for their maximum benefit at age 70. Both experts outlined strategies that incorporate housing wealth early on in retirement instead of using home equ