I want to share a report published late last year by Transamerica Center for Retirement Studies. The study surveyed persons in the workplace and those already in retirement. Transamerica hoped to learn: Do the realities […]
Read More about What You Must Know About Retirement: Realities vs. Expectations
BREXIT. If you’ve watched the news lately, particularly financial news, then you’ve no doubt found Brexit a central topic. And it’s become an important topic for investors. Many have come to me with their Brexit […]
Read More about Brexit, What Does This Mean & What Happens Next?
One of the most common questions we receive has to do with company sponsored retirement plans such as a 401k, 457, and a 403b. The main question being, “What should I do with this money […]
Read More about To Roll, Or Not To Roll, That Is The Question
As we Americans celebrate our Independence this week, we should take the time to acknowledge and thank the many millions of men and women in uniform – and their families! – who have sacrificed so […]
Read More about Do You Have Financial Independence?
Once a month we are going to dedicate a show just to answer questions that we receive. We want you to know that we hear you and want to help you with your questions. One […]
Read More about Q and A – July 2016
When I mention estate planning, many clients respond, Oh, I’m not wealthy enough to need that. And if you’re like most Americans preparing for retirement, you probably believe the same. But let me tell you […]
Read More about Podcast – Don’t Forget About This
When times get tough, responsible families reevaluate their budgets and trim the fat. But what I often see is that desperate families may view life insurance premiums as unnecessary expenses – at least until matters […]
Read More about Why Life Insurance Matters Most When Times Are Tough