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What’s The Secret To Retiring Successfully? Start Early.
/in Investing, Retirement Planning/by Jeff Kennedy“The best time to start planning your retirement is probably the day you get your first paycheck.” Jeff Kennedy If you’re like most people, planning retirement when you believe you have 15 or 20 years of work left feels a bit premature. However, earlier is almost always better when planning for the end of your […]
Control What You Can And Plan For What You Cannot Control
/in Retirement Planning/by Library of Financial ArticlesThere are few things we can control in life; we cannot control tax increases, inflation, crashes in the market, or unexpected health crises. You can control how you plan for the unexpected, which is imperative, especially when you are near or in retirement. What you do with the assets you have built up […]
The Retirement Jigsaw Puzzle
/in Retirement Planning/by Library of Financial ArticlesAs a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a beautiful picture. The trick is knowing how those pieces went together, and I always found that working from the outside in, building the frame, so to speak, made it easier to make the whole puzzle come together. One […]
Guaranteed Income Should Be Your Outcome
/in Annuities/by Library of Financial ArticlesMike and Susie were searching for more guarantees. The other day I met with a couple, Mike and Susie, ages 60 and 56; they had heard my radio show on WBOB AM 600. I was getting all their financial information. He was interested in what to do with his 401k (about $400,000), which was […]
One Huge Benefit for Annuity Owners
/in Annuities/by Lyle BossMany benefits annuities provide include at no additional cost or expense. Almost all new annuity contracts provide an immediate benefit. Is it income? Is it safe? Is it freedom from market risk? The answer to those questions is yes! Plus more. That’s the nursing home waiver. Annuity contracts have a provision that allows annuity owners […]
Human Beings Are Strange Animals Indeed!
/in Retirement Planning/by Library of Financial ArticlesConsider the goat. The first time a goat comes in personal contact with an electric fence, it remembers the lesson from then on. I have even seen animals teach the class of a bad personal experience to OTHER animals, who then avoid the situation themselves, thus preventing the negative experience for themselves! Not so with […]
4 Percent Rule or Annuity for Peace of Mind in Retirement (Don’t Worry – Be Happy!)
/in Annuities/by Robert KellyToday I’d like to discuss what makes retirees happy. To quote The Pension Research Council 2003: “Research has shown retirees with greater amounts of guaranteed income show more satisfaction, worry less, and show fewer signs of depression.” (1) Now that sounds like a very sensible statement; however, from speaking with so many people over the years, including […]
The Biggest Problem Facing Retirees Is Medicare Reimbursements
/in Retirement Planning/by Library of Financial ArticlesWe watch TV, read the news, and use social media to keep informed, but doesn’t it always seem like terrible things are happening elsewhere? Three things happened to me recently over the Thanksgiving break, things that you should make you pay attention to. Please pay attention: The most significant problem facing retirees is not the […]
Lessons From Eddy
/in Annuities/by Rick TaylorEddy came to us looking for a place to feel safe, secure, and perhaps even a little love. A few years ago, we acquired Eddy. Eddy is a miniature donkey who is virtually homeless. He is a little guy who was passed around from one house (broker-dealer) to another. No one cared much about […]
Variable Annuity Sales Take Another Big Hit
/in Annuities/by Steve KerbyLicensed security brokers sell variable annuities, and fees and expenses are included. Variable annuity sales are headed for their lowest annual sales in nearly two decades, since the mid-’90s, as their multi-year slide continues. Broker-dealers have been running from the current trend in “transparency” of products and are now turning to products with stronger […]