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So far Staff Author has created 35 blog entries.

Is Financial Planning Different Than Retirement Planning

What is the difference?  Make sure you know. Yes, it most certainly is. A financial plan will focus on the accumulation phase during your working years. Its purpose is to make sure you have a realistic target of how much money you will need after you stop working. It also helps ensure that you’re saving [...]

By |2020-04-17T16:19:50+00:00January 28th, 2019|Retirement Planning|

Why Are Baby Boomers Pouring Billions Into Fixed Indexed Annuities?

The US stock market has become the most extended bull market in history (as of August 22nd, 2018), its now in its tenth year and the youngest baby boomers are turning 55. Yes, the youngest boomers are at midlife, while the oldest is turning 72 this year, have been getting used to taking their Required [...]

By |2020-04-12T23:51:50+00:00October 3rd, 2018|Annuities|

What Do Experts Say About Using Annuities for Retirement Planning?

Part 1: There are many opinions about annuities and misconceptions; but let me ask you this - if leading economists, financial spokespeople, and leaders of various departments of our government use annuities for their portfolio, wouldn’t it be wise to look at annuities and learn more about them? In Tony Robbins book, Money Master The [...]

By |2020-04-12T23:50:37+00:00March 20th, 2018|Annuities|

Preparing For Retirement Beyond The Finances

When I speak with my clients about preparing for retirement, of course, the conversation involves finances. However, I have found that preparing for retirement goes far beyond planning your finances (although that is a key component!). Sitting down with new clients some of the questions I ask are: • What are you planning on doing [...]

By |2020-04-16T19:40:41+00:00February 24th, 2018|Retirement Planning|