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August 1, 2021

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According to California-based exit planner Bill Black, “85% of small businesses have done no planning, leaving their families and employees at risk.” In addition, survey after survey indicates that Baby. . .

July 30, 2021

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I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were. . .
July 29, 2021

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US Treasuries are the safest possible place to invest your money. There is nothing on planet earth safer. Treasury bonds are issued and backed by the federal government, the full. . .
July 27, 2021

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Has a financial professional ever asked you what the color of your money is? Many investors are unfamiliar with this terminology. Most individuals have not heard of this because their. . .
July 27, 2021

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“Many retirees have discovered that downsizing is an expensive decision. Sometimes it makes sense to leave things alone.” If you plan to sell your current home and move to a. . .

July 27, 2021

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Even “temporary” inflation can drain off large amounts of your wealth  “Warren Buffet once pointed out that when you do the math, it is obvious that inflation is far more. . .

July 27, 2021

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“The late ’50s to early ’60s is the perfect time to increase your savings, build out your stake in safe money products, and re-evaluate your portfolio.” Many investors, especially those. . .

July 26, 2021

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“Seniors leaving the workforce are often taken by surprise when they lose their dental insurance. Out-of-pocket dental expenses can eat away at your retirement nest egg.”   Regardless of your age,. . .

July 26, 2021

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What is the “sequence of returns” risk, and how can it negatively impact your retirement savings? The “sequence of returns risk” or “sequencing risk” refers to the possibility that the. . .

July 24, 2021

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The devastating effects or living too long (the longevity crisis) and not having enough funds to maintain an anticipated quality of retirement is a real concern. LIMRA reports: The average. . .

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