Pope Francis has a Philosophy – What’s Your Retirement Philosophy?
Think about the changes in the Catholic Church: A Jesuit Priest, sworn not to ascend to lofty posts, now is the chief pontificate of the...
401(k) – What You Need-to-Know for Retirement
1. Make sure you are saving enough for retirement (if you need to calculate that number, refer to your enrollment workbook or discuss with the...
Do I Have Enough to Retire?
This is the most frequent question I hear because individuals find it hard to figure out what they will need and have in the future. ...
Defined Benefit Plans – Know the Risks to Pensioners and Taxpayers
Pension Funds continue to be victimized at an alarming rate. Whether it is by brokerage firms selling them inappropriate products or “consultants” giving them self-serving...
Retirement Ready: Creating a Financial Planning Philosophy
I have learned that I did my best at something when I had a plan and I practiced. To start you have to have a...
Protecting Your Investments in an Inflationary Environment
The Debt, The Deficit, and Quantitative Easing Many people are aware of the fiscal crisis in Washington. Investment portfolios need to take into consideration macroeconomic...
Accelerate Your Investment in Retirement Assets
It is standard retirement doctrine that you must save 10% of your pre-tax income during working years to afford a comfortable, secure lifestyle after you...
Retirement Portfolios – Shifting from Accumulation to Distribution
Creating sustainable retirement portfolios is as much art as science. The tendency to view our annual capital projections as only science, due to the mathematics...
A Solution to Low Interest Rates during Retirement
You are retired and you are currently taking a 4% distribution from your retirement assets to fund your standard of living. You are an old...
The Best Retirement Plan or Not?
Millions of Americans have financial planners, retirement planners, and investment advisors who tell them what to do with their assets. People follow the professionals’ advice...
