…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 …
Retire in 1991 – Why Timing is Everything.
Do you know one of those people who seem to hit every green light on the boulevard of life? Everything they touch seems to work out exceedingly well? If so, …
Greece Is the Word
Long before John Travolta badly botched Idina Menzel’s name at the Oscars (“Adele Dazeem!” – see it here), he had imbedded himself in American culture with Olivia Newton-John in the …
What Is Your Enough Number?
This week I’ll share with you a very simple idea that may change your life. Yes, I said it may change your life. I recently realized that I haven’t written …
How Your 401(k) Deceives You
So much has changed in the past three or four decades when it comes to retirement. For one, there was a time when you worked at one company your entire …
Why It All Starts With Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do …
Warren Buffet Suggests You NOT Invest Like He Does
In case you weren’t aware, Warren Buffet is one of the world’s wealthiest people. How did he attain his riches? Through investing. As a result, you would think that he …
Is It Possible To Over-Save For Retirement?
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers are doomed to poverty lifestyles during retirement, that is, if …
A person’s financial decision-making ability peaks at age 53?
According to a study performed by the Center For Retirement Research At Boston College, the cognitive ‘sweet spot’ for financial decision-making is our mid-50’s, followed by rapid declines in the …
The Curse of Knowledge
In the last two weeks, I’ve taught 12 hours of classes on financial retirement. The class I’m teaching is called Retirement Elevated and it’s held at BGSU at Levis Commons. …
