5 Must-Read Books on Retirement Planning



Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs:

The first is to make sure you don’t lose what you have. Chances are, if you’re in your 50s or 60s, you now have the most money you’ve ever had in your life. So, you don’t want to lose it and go backwards, or even worse, have to start over.

Continue Reading…
In Income Planning, Retirement Planning, Asset Protection Planning, Estate Mangement Solutions

How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust your strategy periodically depending on where you are. We are taught that we need to grow our investments to the biggest number possible, but when is that number sufficient enough to provide for your unique retirement goals? Let’s look at how retirement goals change throughout life phases.

Continue Reading…
In Annuities, Retirement Planning, Asset Protection Planning, Estate Mangement Solutions, Income Planning

Think you are ready for retirement? Answer these 6 questions first...



If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement red zone.” Do you have enough? Will it last? When should you retire? These are some of the many questions you’ll be facing as you make important decisions about your future.

Continue Reading…
In Annuities, Retirement Planning, Asset Protection Planning, Estate Mangement Solutions, Income Planning

Do These 6 Things to Prepare for a Rock-Solid Retirement


You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work another ten years, or even one year, there are ways to start preparing immediately so that you can help your retirement years be worry-free. You worked hard to get there, but the “work” doesn’t end the day you clean out your office.

Continue Reading…
In Income Planning, Asset Protection Planning, Annuities, Retirement Planning, risk management, Estate Mangement Solutions, Annuity

The Solution in Retirement: Dependable and Sustainable Income


The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years, according to an article recently published in the Wall Street Journal.

Continue Reading…
In Annuities, Retirement Planning, Asset Protection Planning, Income Planning, risk management
1