1. The Three Phases Of Your Financial Life

    There are fundamental differences and changes that every investor must consider as they move along their path towards, and into, retirement. Investing your money properly for each phase can make a huge difference as far as when you might be able to retire. The three phases is very simple to explain. Take a listen to today’s podcast discussing The Three Phases Of Your Financial Life.…Read More

  2. The Rise of the Robo-Adviser!

    Using a ‘robo-adviser’ is all the rage right now, especially since Charles Schwab recently joined the party marketing the first worldwide “name” to accept this new way of investing as a mainstream option. What retirees and near-retirees are trying to understand is how these things actually work, what makes them better or worse than traditional options and how to understand whether they sho…Read More

  3. What To Know About Your Social Security Benefits

    One of the most common areas that pre-retirees and retirees have surrounds their Social Security benefits. For most people, they understand that they are entitled to some sort of a benefit, and they are estimating that based on years of receiving a ‘statement of benefits’ from the Social Security Administration. However, as you know, the program is much more complex. Common questions involve W…Read More

  4. How 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 …Read More

  5. The Top 3 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

  6. The 4 Retirement Blunders You Need To Avoid

    Retirement is the culmination of a lifelong journey for most. As Americans, we work and save and sacrifice for a long time with hopes that someday we will have amassed a large enough nest egg that we can retire and live off of our assets. Programs like Social Security and company pensions help some, but most of today’s retirees are forced to save through company savings plans. As these plans hav…Read More