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Retirement Rules Have Changed

A good friend of mine likes to say” If what you thought to be true turned out not to be true, when would you want to know?” In a nutshell, this is the current environment in Retirement. There are a...

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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 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. During the segment, I referenced a...

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A Simple 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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Twin Risks in Retirement

For many people, retirement today is filled with challenges. Two of these take the forefront: Inflation and Market Volatility. Some believe that it is what it is, a temporary obstacle in their...

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Longevity Risk in Retirement

Retirement planning is a crucial aspect of financial management. One of the key risks that retirees face is longevity risk, which refers to the possibility of outliving one's retirement savings. As...

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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.