Learn tips and tools to increase savings, balance risk & return, and maximize your retirement savings.

Normalcy Bias And Your Retirement Income

Will everything in your life remain normal? “Normalcy Bias”: a belief people hold when considering the possibility of a disaster. It causes people to underestimate both the likelihood of a disaster and its possible effects. Many people may tend to believe that things will always function the way things have performed in the past. This [...]

By |2019-08-18T21:46:20+00:00August 18th, 2019|Retirement Planning|

Laddered Buckets Can Maximize Retirement Options

“Laddered funds” to assure retirement assets are safe, growing, and accessible as needed for decades to come.”   Imagine you are standing on the ground looking up at a 30’ tall building. You need to get to the top of the building, but you don’t have a 30’ ladder. You do, however, have THREE 10’ [...]

By |2019-08-15T17:24:47+00:00August 15th, 2019|Retirement Planning|

Do You Have An Umbrella For The Rainy Day

Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.”   Most of us realize the day will come when we find ourselves in need of readily accessible cash. Whether it’s an unanticipated automobile repair bill, [...]

By |2019-08-15T17:03:33+00:00August 15th, 2019|Retirement Planning|

The Miracle Of Compound Interest

Learn the miracle of compound interest and harvest the benefits!   We’re just past the halfway point in the year, and around this time of year I often get asked: “Casey, what is the most obvious financial mistake you see made and how can I avoid it?” So, without any further ado, here is my [...]

By |2019-08-14T23:03:17+00:00August 14th, 2019|Retirement Planning|

Asset Preservation VS Asset Speculation

Asset Protection or Asset Speculation, which should you choose? After practicing in Safe Money for close to 30 years, one thing is true when it comes to those that are approaching or in retirement. The old fable, a bird in the hand is worth two in the bush. As Baby Boomers grapple with the forces [...]

By |2019-08-14T22:22:39+00:00August 14th, 2019|Retirement Planning|

Are Your Boomerang Kids Retiring With You?

Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college?   Don’t feel alone, and many Baby Boomers are experiencing precisely the same “retirement” that you might be facing. Many Baby Boomers have delayed retirement simply because of the need for a higher income, an [...]

By |2019-08-12T23:28:37+00:00August 12th, 2019|Retirement Planning|

Market Volatility Puts Retirement Accounts In Peril

Volatility in the stock market again is back, and it might be a warning shot.   More people are waking up wondering could this be the Big Correction everybody’s been worried about. I can’t answer that question, but I can tell you that a major correction is inevitable will it be 10%, 20%, 40% who [...]

By |2019-08-07T15:18:28+00:00August 7th, 2019|Retirement Planning, Uncategorized|

How To Enjoy The Best Years Of Your Life

Retirement is a time for looking back at our accomplishments, and then looking ahead to the next exciting chapter of our lives. Retirement will bring new challenges, and the adventure becomes dealing with these new challenges. You need to enjoy your golden years with a sound retirement plan. It's never too late.

By |2019-07-24T23:01:57+00:00July 27th, 2019|Retirement Planning|