Select Page

Early Retirement Fears!

Should I retire early? How do I pull the trigger? Am I ready? At the next cocktail party with your friends, tell them you are going to retire early. The reaction may run the gamut from jealousy to criticism. Next ask yourself if this doable. Some things to consider: •...

Retirement Account Wake Up Call

As a Baby Boomer – What is your answer to these questions? Are you a Baby Boomer approaching retirement? How many retirement accounts do you have? To help answer that question, it may be helpful to review all the different companies you have worked for over your...

A Senior Scam Review

ARE YOUR PARENTS ‘SITTING DUCKS’? Are your parents elderly? Do they enjoy attention? Do they answer their phone?  If the answers to these questions are Yes, it is worth your time to review the following phone scams with your parents: • Caller claims to be...

Umbrella Insurance Coverage

THE $11 MILLION DOLLAR MISTAKE: Do you have a personal liability or umbrella policy? If not, consider the following settlements reported by the Baron Insurance Group: • A babysitter left a 5-month-old infant unattended in a walker. The infant toppled the walker,...

Funding the Kids – A Retirement Mistake?

How do we get children to use their own resources to “truly fly on their own?” This is an important question, for those who want to keep their kids from “blowing up” their retirement, or for high net worth families who want to develop children that can lead...