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
A Few Options for You & Your Non-Working Spouse When Making Retirement Contributions Has tax season put money on your mind? Well, you are definitely not alone. Many couples begin to think about ways they […]
Read More about March 2017 – Question and Answer Show
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
Boy have the markets been on one heck of a run! Information provided by Yahoo finance showed that annualized gains from the S&P 500 was over 10% within the last 8 years. And not only […]
Read More about Are You Getting A False Sense Of Security?
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?
Today we are going to be doing a retirement savings quiz. It is designed to test your knowledge of retirement savings. Think about it, are you are doing everything you can to save enough and […]
Read More about Are You Saving Enough?
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
I must say, I feel very fortunate. The caliber of clients I get to work with in my line of work is incredible. Not only are my clients interesting, they are smart too. I learn […]
Read More about What’s Your Retirement Planning IQ?
Paraphrasing what a great writer once said: “When building your fortune, you must be bold and cautious at the same time. Once you have it, you will need ten times those smarts in order to […]
Read More about How to Single-Handedly Ruin Your Retirement Plan
You might be surprised at how often people tell themselves ‘No’ when it comes to life insurance. In many cases, they have already made up their minds that they can’t get life insurance before they […]
Read More about Getting Life Insurance With Pre-Existing Conditions