The one-size-fits-all approach their advisor may have used during the accumulation phase just won’t work when it’s time to retire.-George Politarhos Generic, templated approaches to financial planning can work for some people during the “accumulation” phase of their financial lives. However, as a person gets within five to seven years of retirement, it becomes obvious [...]
Quarantined, isolated and confused Today, I am sitting in my home, self-isolated, keeping a social distance away from the rest of the world, and I have a slight tickle in my throat. I am watching TV with one eye on the stock market as the Dow drops lower and lower, and with the other eye [...]
If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10, 15, or even 20 years or longer? Has he or she adjusted your portfolio to protect your hard-earned money against any sudden downturn in the [...]
My broker says he can outperform an annuity, can he? I would like to know how! Quite often when annuity agents present an annuity strategy to potential clients, the client will take the annuity information and present it to their broker, who is managing their money with their brokerage firm, in order to get [...]
