1. What Do The Current Economic Head-Winds Mean To You?

    It sure seems like it is easier to find a 'bear' than it is to find a 'bull' these days.  Talk about investors walking around on eggshells lately!  Do you  really blame them?  After all, we are now 6+ years into the current bull stock market run we have all experienced.  So, it is only natural for most investors to start 'waiting' or 'anticipating' when the next major stock market tumble will…Read More

  2. Buyer Beware: Avoid These Annuity Buyer Mistakes!

    There are plenty of misconceptions prevalent on how annuities work and whether or not you should own one. Quite frankly, research shows that there are plenty of benefits to owning an annuity depending on your circumstances. However, due to the misunderstandings that are present and the lack of proper education on the front-side, most retirees and pre-retirees still shun the thought of an annuity f…Read More

  3. How Your Emotions Can Influence Smart Investing

    We often talk a lot about proper income planning, and managing tolerance, or even how to choose the right advisor.  One area of finance that is sometimes neglected is the idea of how an investor's individual behaviors and emotions can severely influence their chances at success - specifically in retirement. Pre-retirees and retirees have been saving money their entire lives with hopes that one da…Read More

  4. Is America’s Retirement System Failing You?

    Does this sound familiar?  Thousands of Baby Boomers rushing into retirement each and every day...pensions underfunded all over the country...Americans living longer and pushing the retirement system to its threshold...you get the drift, right?  The American retirement system is under duress and is causing problems for thousands of people.  And although we have seen plenty of press and media co…Read More

  5. Investing In The Stock Market In Retirement

    So, you've retired, huh?  Now what?  Should you keep all of your money in the stock market?  How much risk should you really be taking?  Better yet...how much risk can you truly afford to take?  If history has taught us anything about investing in retirement, having too much risk at the wrong time can be completely devastating.  Just ask some of the thousands and thousands of people who lost…Read More

  6. Four Investment Myths That Could Affect You During Retirement

    With so many different methodologies and investment philosophies out there today, it is important to sort out the good advice from the bad.  Many investors might experience "decision paralysis" when presented with all of the different options they have available to them.  Do you hire a broker or a financial planner?  Commission-based or fee-based?  Should you have your money in the stock marke…Read More