1 (800) 932-8505

Author Archive for Cassandra Smalley

About Cassandra Smalley

Cassandra serves as the Director of Financial Planning at Doyle Wealth Management, working directly with clients to develop a cohesive strategy to meet their most complex financial goals. Her comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, insurance analysis, and college planning. Her approach focuses first on a thorough understanding of client circumstances in order to provide them with a truly customized plan to achieve their goals.
Jul 18
Oct 02
Feb 26

Sustainability Of The 4% Rule

Twenty years ago Bill Bengen framed a complex question into an elegantly simple answer that remains relevant to the financial planning world and millions of retirees today, the so-called 4% rule. The 4% rule is a guideline used to ensure a retiree's portfolio will last for the rest of their... read more →