Home / Blog
Blog
Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
Income from investments: how much wealth you need and how to set up withdrawals
How much can I withdraw from the portfolio each year so that the money lasts? There is no single percentage. What decides is the length of drawing, the composition of the portfolio, taxes and what should remain of the wealth.
She kept a spreadsheet for seven years. She wanted to know how much she could withdraw
A model story of a client who brought her own table of withdrawals. What changes when wealth is meant to stop growing and start providing a regular income.
Want to discuss your situation in person?From articles to your own numbers
The consultation is non-binding. We speak plainly and we do not push you into anything.
Book a consultation