Archive for August 2018
How to Ensure Your Wealth Is Prepared During Your Golden Years
The ABCs of retirement planning Retirement after a lifetime of work and saving is a major achievement. However, too many people believe their nest egg will weather any storm. If only that were true! The fact is that leaving the world of work means entering a whole new sphere of financial responsibility. This new horizon…
Read MoreFind Me a Retirement Planning Professional!
How to choose a retirement professional who knows what they are doing – and fits your needs “This is one of the most important areas of our life and I don’t know who to hire. Frankly, I don’t even know what I should be looking for. Can you help me?” lamented Dr. Roth, a successful…
Read MoreHelp Protect Your Retirement Portfolio with a Portfolio Risk Analysis
How much risk do you want in your retirement portfolio, and exactly how much risk do you actually have? If you are approaching retirement, no doubt you’re concerned about your investments and ensuring you have enough money to take care of your financial and health needs. As you get older, a wise investment strategy should…
Read More7 Myths About Variable Annuities: Exposing Their Dark Side
Once you learn the facts about variable annuities, you’ll see why they might not be as great a choice as they sound for retirees. One of the most misunderstood investment strategies I’ve come across over the past 25 years is the variable annuity. When I audit existing variable annuities, I get the facts about them…
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