Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Do You Need Life Insurance?
Do I need life insurance in retirement? Planning with life insurance can provide you with some safe and great benefits. Let’s review how life insurance can provide you with more pension income. Read More
No Patriotic Duty to Pay More Taxes
Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More
Staying Focused. Good Advice Never Changes.
Investors have a tendency to only want advice that makes them feel good. They want a quick fix. Here is the quick fix… Good advice never changes while markets and opportunities change daily. Stay focused on your plan and you will be successful long-term. Read More
Canceling Your Long-Term Care
If you have a long-term care policy and have received a letter about an upcoming premium increase, here is what to do. Read More
Retirement Math 2+2=4
Retirement is long, expensive, and often full of unknowns. You must understand this simple formula at all times during retirement. Read More
The Messiness of Politics and Investing
In the short-term both politics and investing are messy. Let me tell you two basic principles that will allow you to have a better perspective of how to clean up that mess. Read More
The Cost of Choices
Opportunity cost is what you lose by choosing one alternative over another. Money has opportunity cost and when it comes to retirement, it can be very expensive. Read More
Totally Tax Free
A continuation on the importance of tax diversification. Totally tax free accounts offer great benefits dealing with the tax impact in retirement. Read More
