Retirement Rules Have Changed

A good friend of mine often says, “If what you thought to be true turned out not to be true, when would you want to know?” In the context of retirement, this statement is especially true. Many individuals, with good intentions, are unintentionally acting...

Everyone Has an Angle…

I have been working in the retirement planning business for almost 30 years. Through that time, I have evolved in my thought process on how to best plan for retirement. I have settled on the fact that retirement is not about assets, but it is about income. Depending...

Digging a (Money) Hole in Retirement

This past week, I was in Hilton Head recording a segment for WHHI News and we were discussing the current situation of our economy and the stress retirees feel about their money. During the segment, I referenced a quote attributed to Will Rogers: “When you find...

A Simple Income Question…

I would like to ask a simple question: If you could retire and still have the same monthly income, would you? The answer from most people is “yes, absolutely”. The reason is simple: you are familiar with this. You know that you can pay your bills, go on...