Category Archives: Blog

At no time in the history of mankind has the general populace had a chance of experiencing a 30-year retirement. But, with all of the advantages of the Western world, we now can look forward to spending more time doing … Continue reading →

Over the last decade, certainly up to the 2008 market crash, one of the hottest-selling investment products was the variable annuity. While there is no silver bullet out there, variable annuities (VAs) were often presented as an investment tool that … Continue reading →

You’re halfway to the airport, flying off for a business trip, when you feel something missing in your pocket – your wallet. Now, you are a good packer. You make checklists of necessities every time, marking each item as it’s … Continue reading →

I’ve seen countless articles out there that give a nice and neat outline of everything “you” need to know about retirement. They list rules and guidelines “everyone” should follow, tell you what types of investments you, as a retiree, should … Continue reading →

It’s a strange time to be in the market; it seems to many investors that nothing is behaving like it should. High risk bonds trade at historically low-yield spreads, the reliable 10 Year U.S. Treasury is yielding around 3 percent … Continue reading →

Seniors on Medicare don’t need to worry – ObamaCare does not require additonal work on their part.  Medicare is not part of the health insurance exchanges. Seniors will still get health coverage through Medicare’s traditional fee-for-service program or Medicare Advantage plans, … Continue reading →

This summer, a study by Lincoln Financial Group reported yet more dismaying findings on women retirees, saying that their investment decisions are more affected by emotion than their male counterparts and that they’re less involved in the financial decision-making. The … Continue reading →

It’s wedding season and many couples (and their parents) are gearing up for the big day and everybody is all smiles. But what is the number #1 issue most married couples face? It is finances. “Fifty percent of marriages end … Continue reading →

Here’s a fact many of you probably won’t want to hear: Just because you’re good at making money, doesn’t necessarily mean you know the best ways to keep it. At least, that is one of the findings in the recent … Continue reading →

Several sets of recent statistics highlight the necessity of Baby Boomer women taking control of their own retirement plans. First of all, nearly 50 percent of women over age 65 are single1 – and for those who are in relationships, … Continue reading →