Blog

Ready to Start Building the Retirement You Deserve?

A Birthday Message

Happy Birthday, Retirement Resource Management! Eight years ago, in July 2016, I founded Retirement Resource Management to help people maximize their retirement savings and pass on as much as...

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Long-Term Care Plan Changes

Long-term care insurance (LTCI) policies have undergone significant changes over the past 20 years, responding to changing demographics and market trends. These changes have resulted in policies...

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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...

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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...

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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,...

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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...

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Still Have Questions?

Need a little guidance from a CERTIFIED FINANCIAL PLANNER™? Get in touch and I will be glad to help you determine if we’re the right option for your needs —no obligation, no commitment.