Articles

With our backgrounds, we are uniquely qualified to set the record straight on using a LIRP. I intend to dispel all the common myths and replace them with indisputable facts and critical thinking when looking at the pros and cons of a LIRP. We are independent financial planners who personally

Link to Article: The 7 Most Common Social Security Mistakes

Link to Article:  Lump Sum vs. Regular Pension Payments: What’s the Difference?

Link to Article: 7 Most Frequently Asked Retirement Questions

Link to Article:  How Changes in Income Affect Medicare Premiums

Link to Article:  Solving the Retirement Puzzle 

Link to Article: 4 Ways We Don’t Make Rational Money Decisions As We Reach Retirement:

Link to Article: Baby Boomers Commit the ‘7 deadly sins’ of Retirement Planning:

Link to Article: Behaviors That Can Create Roadblocks to Smart Financial Choices

Link to Article: Ed Slott: 6 Key Areas to Watch in Retirement Bills

Link to Article: Indexed Universal Life Costs – They Aren’t Expensive

Link to Article: Ted Siedle: The Greatest Retirement Crisis In The History Of The World

Link to Article: The Long Bull Market Has Failed to Fix Public Pensions

Link to Article: The No. 1 Question Americans Ask Most About Retirement

Link to Article: 4 Ways Whole Life Insurance Helps Retirement

Link to Article: This Is The Thing Most Likely To Cause You Financial Ruin — But Few Prepare For It

Link to Article: 2018 SPIVA® Scorecard: Volatility Does Not Help Active Performance

Link to Article: A Retirement Expert Says Annuities Are Better Than Bonds for Guaranteed Income. Here’s His Argument

Link to Article: Cuts in Multiemployer Pension Plans Hurt Older Americans

Link to Article: How Does Sequence of Returns Risk Impact Your Retirement?

Link to Article: IRA-to-IUL Conversion Strategies