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Reading Time: 2 minutes William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested. . .

Reading Time: 3 minutes “Since the pandemic was first declared, over 2 million older workers have exited the workforce for good.. . .

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. . .

Reading Time: 3 minutes “You spent a long time locating the perfect financial advisor. But, are you prepared for the day. . .

Reading Time: 2 minutes You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to. . .

May 24, 2021

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Reading Time: 2 minutes “The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing can. . .

Reading Time: 3 minutes Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there. . .

May 11, 2021

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Reading Time: 2 minutes As a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a. . .

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. . .

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