Retirement Changes All the Rules

The world of accumulation is a whole lot different than the world of distribution. Retirement Changes ALL the Rules! Yet many (MOST) financial advisors and retirees want to continue using the same rules which often may destroy your retirement plan. If you want to make sure you understand the world of distribution, learn how to build a Perpetual Retirement Income Plan. You can order our book here. Read More

It’s Not About Your Feelings

by Richard E. Reyes, CFP

Being impulsive is obviously a no win game. But being apathetic will leave you unprepared. It just takes one dip in the economy or one news story to test investors and I hope you don’t make an extreme decision based on a “feeling”! Read More

Check Your Cover; Medicare Mistakes

by Richard E. Reyes, CFP

Its that time of year. Medicare annual enrollment. Here is why its important to check your coverage. 90% to 95% of beneficiaries OVERPAY because they don’t have the right information.

10 to 15 minutes will get you moving in the right direction. Call Don Kirkendall at our office or e-mail him at insuranceman@affordableone.com. Read More