Articles By Library of Financial Articles

June 3, 2021

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Most people can get the money they need for retirement without gambling heavily on equities, they just don’t know where to look. I’m in the business of helping Baby Boomers. . .

“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .

You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .

May 24, 2021

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“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing can come with costs, but no guaranteed tangible benefits.” Robert Cannon Retirement and income. . .

Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .

Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are. . .

May 11, 2021

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As a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a beautiful picture. The trick is knowing how those pieces went together, and I. . .

May 7, 2021

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Home equity loans have been, until recently, an easy way for Americans to finance their spending. For seniors with mortgage free homes, one of the most popular ways to do. . .
May 7, 2021

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Should a long term investor who started in 1985 have stayed in real estate or the stock market? What should an investor today be doing? People who sold their real. . .

I’d like to start this article by saying, if you’re in your mid to late 60s, you may not have the time to utilize the living benefits of this concept.. . .

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