Retirement Planning
The Debate on the Best Age to Retire
When Is The Best Age To Retire? Throughout my time as a fee-only financial advisor, I’ve found that there is
Craig Toberman, CFA, CPA, CFP®
09/26/2023
Mike is a knowledgeable advisor at Toberman Becker Wealth in St. Louis. As a CERTIFIED FINANCIAL PLANNER® professional, he brings strong technical expertise and a client-first approach to helping families build and manage wealth at every stage of life. He prioritizes financial education, empowering clients to make informed decisions.
What sets Mike apart is his commitment to continuous growth. He is always expanding his knowledge to deliver better outcomes for the families he serves and values collaboration with colleagues to improve client experiences. At Toberman Becker Wealth, this commitment to learning and teamwork helps drive exceptional client experiences.
Outside of work, Mike enjoys anything related to golf—spending time with family on the course, competing with friends, and sharing his love for the sport at youth golf camps.
Craig Toberman has been featured in:
Toberman Becker Wealth is a fee-only, independent financial advisory firm. As fiduciaries, we never receive commissions or sell any investment or insurance products. The firm’s only source of revenue is the client’s fee, ensuring complete transparency and client-centered decision-making.
At Toberman Becker Wealth, clients can expect
As fee-only fiduciaries, our advice is always guided by your best interest.
We tailor your plan to your goals, values, time horizon, and the future you want to build.
We help you make financial decisions that fit your life today without losing sight of the future.
A strong plan weathers market fluctuations, and we update it as your goals evolve.
When Is The Best Age To Retire? Throughout my time as a fee-only financial advisor, I’ve found that there is
We’ll guide you through the ins and outs of rebalancing your investment portfolio including how and when you should do so.
Craig Toberman Featured in CBS News to Discuss Rising Mortgage Rates Craig Toberman was recently featured by CBS News to
What’s The Best Way To Take My Pension? As retirees approach their golden years, understanding the different options for collecting
5 Questions To Ask and Confidently Answer Before Retiring Retirement takes planning. A lot of it! And, no matter how
Creating a Retirement Income Distribution Plan maximizes your savings while reducing costs in other ways. Read here to learn when and how to implement your plan.
5 Unique Tax Moves to Use When You Turn 65 The benefits of having a solid tax strategy always last
Retirement is a significant life transition. We’re here to help alleviate your fears and bring confidence to your retirement journey.
You’ve spent decades building a successful business, and now you’re ready to pass it on to someone else. But where do you start?
The ultimate question: how much money do I need to retire? There are several factors to consider when deciding how much you need to retire.
Craig Toberman Featured in Kiplinger to Discuss Ways to Lower Your Taxes on Required Minimum Deductions Craig Toberman discusses ways
Craig Toberman Featured in Bloomberg to Discuss Cashing in I Bonds When Inflations Starts to Cool Craig Toberman chats with