October 11, 2017

Many of our clients wondered how to invest their money safely and securely in time of uncertainty. Well, there are a couple of ways to go about it. 

Before we continue, let me remind of some investments that have been deemed “safe” over the years, but has proven to be...

October 11, 2017

Retirement plans can be workplace sponsored or they can be initiated and funded by individuals. Generally, there are two main categories of employer-sponsored retirement plans in operation today: defined benefit (DB) plans and defined contribution (DC) plans. Here's ho...

July 19, 2017

Good retirement planners choose and decide ahead of time how they want to live during their retirement. They know how much money they will need to live comfortably during retirement. Unfortunately, because of the different factors that can affect how much your retireme...

June 2, 2017

Setting yourself up for a success in your retirement is all about planning ahead—and if you start early, you should have plenty of time to do so. No one plan to fail their retirement, but most people just simply fail to plan it! This plan includes creating or starting...

January 26, 2017

A bald tire causes a vehicle to slide out of control. Or a smooth-soled shoes on a slick floor can cause you to slip and fall. These two incidents will happen due to lack of traction.

When in come to your investments, with no traction to slow it down, they can either pu...

October 27, 2016

When people think about protecting their retirement money, they may first think about confiding in their current financial advisors.

Is this something you have thought about and done?

I understand that your financial advisor is someone you’ve likely already had a convers...

January 19, 2016

A recent study by Price & Associates on the investing habits of the wealthy reveals some fascinating differences in the way the rich invest their money compared to the rest of the population. The data shows the wealthy often avoid the types of investments favored by th...

February 25, 2015

Some annuities may be better suited for retirees than others. Before buying an annuity, it's important that you shop among insurance companies to compare rates, benefits and fees.

Many Americans may be retiring today without a pension or other predictable income strea...

November 13, 2014

For those of you who are in your 40's or 50's, unfortunately and MOST LIKELY you will not receive enough benefit. It is estimated by the year 2024 Social Security benefit will be depleted. When you are planning your retirement and crunching your numbers, you should def...

November 2, 2014

There are 2 places where you can save your retirement money. 

First, is called Tax-Deferred/Tax-favored retirement accounts or commonly known as QUALIFIED PLAN. This simply mean that you WILL have to pay taxes when you retire. Examples of these accounts are:

- Indivi...

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