cash-value-in-life-insurance-policy

Don’t Forget About The Cash Value in a Life Insurance Policy

Yesterday, I had the opportunity to meet with a couple. (I don’t want to use their real names, so I will call them “Bill” and “Sarah”.) Bill was 63, while Sarah was 62, and they […]

Read More about Don’t Forget About The Cash Value in a Life Insurance Policy
Strategies to grow and protect your retirement savings

The Ultimate Guide To Surviving Threats & Growing Your Retirement Portfolio

So, you’re worried about volatility in the stock market and what it could do to your retirement savings? Downturns (drops) in the stock market and retirement funds got you panicking? Wondering about your retirement plan […]

Read More about The Ultimate Guide To Surviving Threats & Growing Your Retirement Portfolio
average vs real rate of return

What is the difference between the Average Rate of Return and the Actual Rate of Return – And Why Should I Care?

I spoke to a lady the other day and for the sake of anonymity, we’ll name her Sarah.  Sarah went to a workshop seminar that was given by a fairly popular figure in the financial […]

Read More about What is the difference between the Average Rate of Return and the Actual Rate of Return – And Why Should I Care?
Pros and Cons of reverse mortgage

The Pros and Cons of Using a Reverse Mortgage in Retirement

A reverse mortgage can be an important financial tool for seniors concerned that they may not have enough money available to them for retirement. With a reverse mortgage, older homeowners are able to convert part […]

Read More about The Pros and Cons of Using a Reverse Mortgage in Retirement