Financial Strategies for Families, Business Owners, and Investors
While more and more average Americans are finding their way to financial strategies using life insurance, these strategies are far from mainstream. One of the biggest reasons is that we are simply …
Continue Reading about 12 Things I’ve Learned From Real Clients →
In a recent article interviewing Wade Pfau, professor of retirement income and co-director of The New York Life Center for Retirement Income at The American College of Financial Services, talks about …
Continue Reading about The 4% Rule Just Became the 2% Rule →
Officially called the "2019 Annual Report of the Board of Trustees of the Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds" But for us regular folks, the 2019 Social …
Continue Reading about 2019 Social Security Report Released Today and, uh… wow. →
Misleading risk profiles in most qualified plans can cause big problems down the road. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and …
Continue Reading about Risk Assessment Questionnaire – Don’t Be Fooled →
Some investors mistakenly believe that bonds can’t or won’t lose money If you’ve been paying attention, you’ll know that bonds aren’t what they used to be. Values are declining, risk is up, investors …
One of the biggest fears people have is running out of money in retirement. And for many Americans, this is a very real risk, not an irrational phobia. If you are a reasonably healthy 65-year-old …
Continue Reading about 6 Strategies for More Income in Retirement →
