What is a 401k? Must-Know Retirement Plan Basics
CategoriesRetirement, Risk, The Stock Market, Using A 401(k) by

What Is a 401k? Must-Know Retirement Plan Basics

Did you know that 48% of older Americans have no savings in retirement plans (such as an IRA or 401k)? If you’re one of them, there’s a good chance that you’ll face very serious financial issues as you grow older.

The good news is that it’s never too late to get started! Once you understand the must-know retirement plan basics, you can open an account and start putting money away for your future. 

Stick with us as we answer important questions like “What is a 401k plan?” and “How does a 401k work.” By the time we’re done, you’ll feel confident opening up one of your own. Read More

CategoriesFinancial QB TV Videos, Home Featured, Retirement, Social Security by

Should I Take My Social Security Early Because of COVID-19?

During these tumultuous times of COVID-19, many older workers are uncertain about their financial future. 

Due to rising unemployment, volatile markets, and just the overall fear of COVID, questions about Social Security have come up frequently. Older workers, at least 62 years old, are beginning to consider claiming their Social Security early. In this blog post, we’ll cover the best retirement age (based on your financial goals), whether or not your social security benefits should be accessed early, and what a normal retirement looks like.  Read More

CategoriesFinancial Planning, Financial QB TV Videos, Retirement Income, The Stock Market by

Don’t Let Coronavirus Derail Your Retirement Plans!

I don’t know!

That’s the only answer I have to some of the questions swarming around the coronavirus (COVID-19) outbreak. There have been so many aggressive actions implemented in the dealing with the possible outbreak, but information is changing so fast that no one has any real certainty. Read More

CategoriesFinancial Planning, Financial QB TV Videos by

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