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June 7, 2021

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William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .

June 4, 2021

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“Both an annuity and a bond can assure you of a steady income when you retire. But these two instruments have some important differences. So it’s crucial to know exactly. . .

“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .

June 4, 2021

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“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” Joe Uppleger While inheriting an annuity from a loved. . .

June 3, 2021

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Most people can get the money they need for retirement without gambling heavily on equities, they just don’t know where to look. I’m in the business of helping Baby Boomers. . .
June 2, 2021

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“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .

“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .

June 1, 2021

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“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.”   Steve Kerby Retirement marketing tends to. . .

June 1, 2021

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Animals can help us understand how the market dictates movement, up or down. “I have a million dollars in the stock market because if I lose a million dollars, I. . .

May 25, 2021

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“Although deflation is historically a less common occurrence than inflation and tends to be less erosive to retiree wealth, those who still have a few years before retiring should take. . .

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