• Securing Your Retirement Against Living Too Long

    A long life is something we all hope to have and generally look forward to. But for some seniors, good health isn’t so much a blessing as it is a curse, because the longer you live in retirement, the further your savings have to stretch. Gone are the days when a senior could rely on his or her defined benefit…

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  • Fixed Investment Laddering: A Flexible Retirement Strategy

    Often, people think of their savings as one lump sum to be divided up into a few large chunks, like a pie, with the individual slices deposited into multiple types of products. Through this model, you might put 20 percent of your “pie” into stocks, 50 percent into fixed products, and 30 percent into mutual funds. On its own, this…

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  • The 7 Costly Mistakes People Make with Their Money (Mistake # 7 – Part Two)

    As mentioned in Part One of this article, while annuities have been around for over a century, there is nevertheless a ton of misinformation about them. In Part One, we explained Annuity Misconceptions #1 – #5. In Part Two, we will explain Misconceptions #6 – #10. Misconception #6: The different types of annuities are confusing. Don’t let all the different…

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  • The 7 Costly Mistakes People Make with Their Money (Mistake # 7 – Part One)

    With pension plans going the way of the cattle prod, a retirement plan that includes a predictable stream of income for the rest of our lives is a no-brainer. And there is only ONE financial tool that can accomplish this: The Annuity! Many people react to this by saying, “I keep hearing how I should ‘max out my 401(k) plan,…

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  • The 7 Costly Mistakes People Make with Their Money (Mistake #6)

    One day, Farmer Brown was summoned by the big city courthouse for jury duty. Rarely did Farmer Brown ever go to the “big city” and never had he actually driven the confusing one-way streets of downtown where the courthouse was located. Farmer Brown would have to navigate the highways and byways of the big city and worst of all, find…

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