I recently finished reading a book called ‘The Checklist Manifesto.’ It’s a fascinating book written by a surgeon who was struck by the idea that something as simple as a. . .
“Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the. . .
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of a national health care system in America has been both a hot and cold. . .
Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401(K) accounts or other qualified plans. It is not uncommon for these accounts to. . .
“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed. . .
As an advisor, I meet with single women quite often. Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .
Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .
What did you say? You know how this goes. Markets decline, account values drop, clients get nervous, call you for advice, and now it is up to you to provide. . .
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