Right away, I’ll tell you that I’m not a fan of sushi. My wife will make it clear to you that I’m not even close to being an adventurous eater. …
The Golden Decade
The Golden Girls, golden years, and now the golden decade? What gives with all of the gold talk? I’ll admit to having watched many an episode of the hit show …
Retirement Income Is “On Sale” For A Limited Time Only
Who doesn’t love a good deal, right? Most people will drive across town to save $100 on a TV or negotiate for hours to get that new car for $500 …
Classing Up the Place
If you’ve ever been car shopping or new kitchen planning, was there any limit to the amount of information you could consume? Brochures, internet searches, test drives, countless discussions with …
Scary Market Headlines: Fact Or Fiction?
If you read this newsletter with any regularity, you know that I attempt to make the complexities of investments and retirement planning…less complex. I do this because a fairly high …
Vegas: Lights And Sounds
If you read last week’s newsletter, you know that I was in Las Vegas, delivering a talk to financial advisors. While the talk went well, and I made a lot …
The Fourth Dimension Weekly
The Fourth Dimension Weekly is an email newsletter that arrives each Friday morning. If you’re not receiving the Weekly, you’re missing out on timely, bite-size articles that will help you …
Pension Income or Pension Lump Sum?
An expert that I greatly respect in the financial planning industry recently published an article describing how to evaluate whether to choose a pension income option or a pension lump …
Math Or Emotion? It’s Debatable.
A great debate is underway, whether you’re aware of it or not. The subject is artificial intelligence, or AI for short. AI is the intelligence exhibited by machines or software …
I Hate Annuities And You Should Too…
…is a wonderful headline if your goal is to attract the attention of people who either own annuities or are considering using annuities in their retirement income plan. If you …
