Retirement Planning
The Low Interest Rate Dilemma
I recently took a spin in the wayback machine and found this column I wrote a year ago talking about low interest rates. Not too much has changed so I…
Read MoreSocial Security Isn’t Keeping Up
Seniors love COLA. No, not soda… though I assume there are some soda fans out there… but Cost Of Living Adjustments to Social Security. COLAs are the SSA’s response to…
Read MoreA Record-Setting Week
It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which…
Read MoreHow To Get A Human On The Phone
In the last 10 years, companies have made it really obvious that they don’t want to spend time on the phone anymore. From my experience, there are two ways they…
Read MoreExpect The Unexpected
When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been…
Read MoreThe Pandemic Is Causing Folks To Alter Their Retirement Plans
Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number…
Read MoreA Review Of The First Quarter 2018
I know it hasn’t been fun and I know most of us have had our share of roller coaster rides over the years, but it feels like we’re on a…
Read MoreResponse To The AARP’s Annuity Article
You may have seen a column by Jane Bryant Quinn in this month’s AARP Bulletin about Fixed Indexed Annuities (FIAs). Fixed indexed annuity sales totaled more than $60 billion in…
Read MoreRamp Up Your Retirement
As you get closer to your retirement, you start to think practically about the steps of your retirement transition. A to-do list emerges of tasks to try and accomplish, as…
Read MoreGetting Your Mind Right For Retirement
I have plenty of folks coming through my doors who are more than ready to quit their jobs. They’re ready to drop the day-to-day routines of rush hour traffic and…
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