1. Underestimating What You Need In Retirement

    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. The Correlation Between Gambling and Investing

    Have you ever gambled at a casino and felt the sheer emotional excitement that winning brings?  On the flip side, how you ever lost money and felt the dejection that ensues? What about the stock markets?  Do you feel the same way when a stock appreciates and makes you money AND feel the same dejection when it loses money? Many forms of stock market investing are being influenced heavily by gambl…Read More

  3. 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

  4. Bicycle Tires vs. Truck Tires — An Annuity Comparison

    A Comparison Of Annuity Rates Read our analogy below to help you find the best annuity rates in Denver. Picture this:  You are a truck driver, sitting at a coffee shop having a discussion with someone that tells you - with a straight face - that you should not purchase tires for your truck because all tires explode. Let that sink in for a minute.  Do truck tires explode?  Sometimes.  I have dr…Read More

  5. Reactive vs. Proactive — A Retirement Planning View

    What does it mean to be "reactive", compared to "proactive" in retirement income planning in Kansas City and across the nation? The word “reactive” implies that you don’t have the initiative. You let the events set the agenda. You’re tossed and turned, so to speak, by the tides of life. Each new wave catches you by surprise. Huffing and puffing, you scramble to react to it in order to just…Read More

  6. Indexed Annuities vs. Stock Market

    Proper retirement income planning is a very simple mathematical equation — but the problem is that no one will ever tell you the order of the numbers. Not anymore. Here is what I need you to do: 1. Find a calculator or simply a pen & paper.  2. Now, watch my video. 3. Follow along using your own personal numbers. This is as difficult as retirement income planning should be. Numbers do not l…Read More