Select Page

The Financial Press, Fear, and Your Retirement Income

Sometimes, I think the financial press does a disservice to investors. Consider the following excerpt from a December 30, 2018 Washington Post article titled. “Market’s recovery will face head winds”: Before stocks hit an all-time high in September, they had created...

Can Your Spouse Manage Your Retirement Plan

If You Die Today? If you die today, can your spouse manage your financial affairs? Actuary tables say that most likely the first person to die will be the male. So, is your wife prepared to take this on? If you are in a same-sex marriage, this is also a legitimate...

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...