There have been a number of recent high-profile studies on happiness, and how to achieve it. While there’s no single ingredient in the happiness recipe, a number of these studies …
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 …
Wow, what a week!
I hope you’ve had a great week in spite of the chaos surrounding us. Between the market’s tumult and multiple tragic shootings, I can honestly say that I’ve had a …
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 …
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 …
What Happens In Vegas…
As you’re reading this, I’m in Las Vegas giving a talk to a conference for financial advisors and insurance agents. While I don’t love traveling without my family, and wouldn’t …
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 …