1. The Benefits Of Working With A Financial Planner

    Financial planning is, unfortunately, not always an easy task to undertake. For most of us, money is not something that is particularly easy to come by. For this reason, planning for the future and your end goal of retirement can seem near to impossible. The good news is that by working with a financial planner, you can improve your odds of success. Instead of facing this overwhelming task alone w…Read More

  2. How the Right Annuity Could Help Support Your Spouse After You Die

    When choosing an annuity, you'll need to take your spouse into consideration as well. The payout of your annuity will depend on your life expectancy as well as how much you have saved; if you choose a single-life annuity, the payments will stop after you die. However, if you want your spouse to have a guaranteed income after your death, you'll want to choose a joint-life annuity. This plan takes i…Read More

  3. Do You Have a Plan for the Next Market Crash?

    The current S&P 500 bull market run we are in now will grow to be seven years old if it reaches March of 2016.  That would officially make it one of the top three longest bull runs in American stock market history (if it makes it there, of course).  As thousands and thousands of people are rushing into retirement each and every day, the message is simple: "When it comes to the stock market, …Read More

  4. The Boiling Frog Mentality

    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

  5. 2014 Gallop Poll: Retirement Remains Americans’ Top Financial Worry

    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

  6. Why Financial Planning Matters

    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