1. What Was Once Old Is Now Becoming New Again

    Have you ever heard the phrase "What was once old is now becoming new again"?  Of course you have. We all have heard this at one time or another. A perfect example of this came to me through our 12-year-old daughter when she came running up to my wife and I at an electronics store and was BEGGING for us to buy her this 'really cool' camera called a Polaroid.  My wife and I listened with smiles o…Read More

  2. The Fast Food Mentality of Retirement Income Planning

    It has been said on many occasions that some financial advisory firms across this nation are using what we like to call the 'fast food' mentality when it comes to retirement income planning in Los Angeles. Here is what I mean: Let's say you walk into a local financial advisory firm and you are considering them to help you with your retirement assets.  You sit down with the adviser and he/she hand…Read More

  3. The 401(k) Rollover – A Common Sense Question

    At Income For Life, we often meet with near-retirees or retirees that have a 401(k) - or other forms of Defined Contribution plan - that they are considering rolling into their own personal IRA. What some do not realize, though, is that the decision of WHEN to move this asset is not nearly as important as the decision of WHERE to move this asset. Here is what I mean: Let's say are are at retiremen…Read More