Author Archives: Matt Nelson

  1. Underestimating What You Need In Retirement

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    As thousands of baby boomers rush into the retirement system each and every day, the easy retirement income planning in Dallas you hoped for can be a tough task.  After all, people have worked a lifetime in most cases to accumulate what they have, and never before now have they had to attempt to develop a plan that will help them spend some of their savings. Need help with finding a retirement st…Read More

  2. What To Know About Your Social Security Benefits

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    One of the most common areas of concern that pre-retirees and retirees have surrounds the Social Security benefits.  Most understand that they are entitled to some sort of benefit and they are estimating that based on years of receiving a 'Statement of Benefits' from the Social Security Administration.  However, the program is much more complex than that. If you need financial planning help rega…Read More

  3. Can You Retire Early?

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    Many people across the nation are considering whether or not they can afford to retire early.  Most people tend to focus on the big picture when considering whether or not retirement is an option, when in reality it's all of the small risks that they need to make sure they have a handle on.  Having a lot of money saved for retirement in IRA's, 401(k)'s and other savings accounts is all fine and …Read More

  4. Comparing Wall Street To Casinos Isn’t Fair – To The Casinos

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    "Sounds like you guys are a couple of bookies." - Eddie Murphy, from the movie Trading Places, after being educated about Wall Street commodities trading. There are tons of comparisons from all walks of life discussing how Wall Street is 'just like a casino' because you can lose your money just as fast as you win it.  If I was a casino owner, I would be FUMING MAD at this comparison because I …Read More

  5. Choosing Between the Lump Sum and a Pension

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    With every passing year, more and more employers are deciding to offer lump-sum buyout offers to eradicate their books from the lengthy list of pensions they are on the hook for.  Retirees and pre-retirees alike are getting lump-sum offers on a regular basis. Is the lump-sum the way to go - or is it better to take a lifetime income? What about taking the lump-sum and setting up an independent inc…Read More

  6. Longevity Decisions in Retirement

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    People over age 90 are now the fastest growing segment of the U.S. population. By mid-century, this population is expected to quadruple. Many researchers currently are studying what the commonalities are for longevity and whether we can replicate them either in lifestyle choices or perhaps even pharmaceutically. Need retirement income planning help in Los Angeles? Call our team at Income For Life …Read More