5 No-No’s While Planning for Retirement
My Comments: I prioritize the following this way: #1 - #4 - #5 - #2 and #3. Yes, some of this is self-serving as I’ve been in the retirement planning business for almost 50 years. And yes, I’ve created...
View ArticleHow to manage your money after you retire
My Comments: Over recent months, I’ve received negative comments from readers suggesting I don't know what I’m talking about when it comes to investing money. One recent comment suggested I clearly had...
View Article11 Signs You Will Be Able To Live Off Your Retirement Nest Egg
My Comments: We’re living longer, too many of us have limited financial skills, the level of pervasive uncertainty about the survival of our democracy and what it will look like in a few years, all add...
View ArticleHow a Fixed Index Annuity Can Manage Retirement Income Risks
My Comments: Like the author’s first words below, I’ve spent my career looking for ways to help clients grow and maintain their financial lives. Many of them are living much longer than they expected...
View ArticleThe Most Important Retirement Table You’ll Ever See
My Comments: This comes from a publication called The Motley Fool that I follow. This article describes averages that may or may not apply to you. But the framework is real and if retirement is in your...
View Article6 Key Signs You Will Be Able To Enjoy a Middle-Class Retirement
My Comments: Some of this seems counter intuitive but I can’t tell you how many times I’ve talked with people who have retired and seem unable to enjoy their lives. The six signs described below need...
View Article5 Commonly Held Beliefs About Retirement That Are Simply Wrong
My Comments: These words appeared some time ago but are still very relevant to those of you expecting to retire at some point. Yes, it’s difficult to think about, but if you remain alive and well,...
View ArticleFour Unseen Icebergs That Could Sink Your Retirement Plan
My Comments: As a financial planner for the past five decades, I’ve seen my share of success and of failure. These days, too many folks have money worries that are very uncomfortable. It’s largely...
View ArticleWhen Should You Start Social Security Benefits? It Depends
My Comments: I’ve taught Social Security workshops over the years and both my wife and I signed up for benefits. I think I know a little about this issue but this question inevitably resurfaces. And...
View Article8 Proven Investment Options to Safeguard and Grow Your Retirement Money
My Comments: For many, getting serious about retirement doesn’t happen until someone reaches their 50’s. There’s too much other stuff going on. But sooner rather than later, you have to make sure...
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