Two Questions to Ask Your Financial Advisor

If you are in or near Retirement here are two important questions to ask your financial advisor. Question #1: What are the Advisor’s Areas of...

What Would You Need to Retire with Financial Peace-of-Mind

As a result of the Great Recession (2007-2009), we have been living in a whole NEW Normal. That means preparing for a different kind...

Three Mistakes People Make In or Near Retirement – Part II

Mistake #1: Underestimating future healthcare costs: Medicare covers medical expenses starting at age 65. But it only covers certain ones and only after you have...

Three Mistakes People Make In or Near Retirement

Mistake #1: Not preparing a budget and cash flow for retirement: To my dismay, when first meeting with new clients I discover that very few...

Follow us

4,683FollowersFollow