Welcome to the Age of Safety in Retirement
Welcome to the age of safety, for the discretionary must have retirement funds needed to secure a lifelong income with no worries of running out of money before you run out of time.
The Best Kept Secret in the Financial World
The best kept secret in the investing world is that almost nothing turns out as expected. I would agree. However, with some good old-fashioned American common-sense, it’s not difficult to observe the stock market pattern to this point has been bubble, crash, bubble, crash, bubble, crash…One look at a stock market chart confirms this. We get a new high in the Dow, and then we get a new low in the next crash. That’s been the pattern.
Risk on Paper Is Different From Reality
The Best Practices Used to Create Sustainable Streams of Retirement Income Today, stability is a welcome oasis in a sea of uncertainty. Investing involves placing your money at risk in the capital markets, which are subject to geopolitical and economic events as well as the collected behavior of millions of market participants. No one [...]
Income Solutions 2017
The Best Practices Used to Create Sustainable Streams of Retirement Income Do you want the best retirement income solutions in 2017? Do you want to find the right answers for creating a secure retirement, never fearing market volatility again with that part of your portfolio that is necessary for sustaining your essential needs? You see, [...]
The Almighty Income Check
Like the Beatles said: "All you need is income." In our working years, we work for income and savings. It’s all about income and the security it brings—the almighty paycheck. In our retirement years, we want our savings to go to work for us and create the revenue to continue the security in retirement; that’s [...]
A Retirement Income Trifecta
Consider guarantees, planning, and risk reduction strategies to create sustainable streams of retirement income.
How To Stay In The Money During Your Retirement Years
A lot of the more savvy investors are realizing that foundational income retirement planning should be part of their overall portfolio.
My Least Favorite Annuity
Variable Annuities are my least favorite of the annuity types. They once served a purpose in the 1980s and 1990s when the stock market was thriving for a longer period than normal, and for high-end earners a good place for non-qualified tax deferred savings. But now, in the current world market, I consider them the least effective annuity, especially for retirement income planning.
Dissatisfied with 401(k) Plan Investment Menu?
If you are like most people who participate in an employer-sponsored retirement plan, you will be pleasantly surprised to learn that you may be permitted to access part or all of your assets within the plan while still employed. It is one of the most unique and powerful investment strategies available, yet it’s seldom used or explained in offering greater diversification and opportunities. Some opportunities may even provide guaranteed benefits for lifetime income.
Helping Baby Boomers Plan for Retirement
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 retire and post-retirees stay retired. My clients enjoy a hassle-free retirement; our planning assures safety, lifetime income, and potential for attractive returns—all while maintaining control of your money.