financial planning

  1. The Sports Car vs. The Mini Van

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    When we sit down with our Income For Life clients that are either close to retirement or are already in retirement, we like to describe annuity products vs. the stock market products with an analogy of "the Sports Car vs. the Mini-Van" — and things tend to then become much more clear. Our financial advisors have years of experience helping clients with their retirement income planning. Contact…Read More

  2. The Boiling Frog Mentality

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    It has been said that if you place a frog into a pot of boiling water, it will immediately determine that the water is dangerous and will jump out. But, if you place the same frog in a pot of room temperature water and gradually bring the water to a boil, the frog will not jump out and will eventually come to its demise. Unfortunately, I have met with many retirees or near-retirees that have the s…Read More

  3. 2014 Gallop Poll: Retirement Remains Americans’ Top Financial Worry

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    WASHINGTON, D.C. -- A firm majority of Americans, 59 percent, are worried about not having enough money for retirement, surpassing eight other financial matters. A majority of Americans have reported being "very" or "moderately" worried about retirement savings every year since 2001, illustrating that saving for retirement disquiets Americans in both good and bad economic times. Seek Retirement In…Read More

  4. Consolidating Your Retirement Accounts

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    How Consolidating Your Retirement Accounts Helps Is it wise to consolidate retirement accounts when one approaches retirement?  It depends on WHERE and HOW you consolidate. There are many different financial planning approaches for your retirement income planning, all of which we can help you with here at Income For Life. Watch my video to learn more and call my team at 877-284-8929 toll-free to …Read More

  5. Why Financial Planning Matters

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    Why Retirement and Financial Planning Matters We insure everything we hold value to. Our homes, our health and even sometimes our pets and jewelry. If it has a value on it: we insure it. Why? Because we do not want to have a large financial expense if something were to go wrong.  Think about this: Your home is insured. Your car is insured. Your life is insured. Makes sense, right? Now, here are…Read More

  6. Financial Planning 101: Risk Vs. Reward

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    What is Risk Vs. Reward? When you were a child, did you ever own a skateboard, or did you know someone who did? Did you ever try to ride one? Did you fall? I bet as a child, you could jump right back up and try it again, right? Now, imagine you are close to retirement age. Would you try to ride that same skateboard again?  I doubt it... I know I wouldn't. Why? Because the RISK is no longer worth …Read More