What is your financial strategy to keep up with or outpace inflation? Thanks to modern medicine, you’re going to live longer and you may need two or three times your current income in the future just to maintain your current lifestyle. I cannot stress this enough: If you need to have $70,000 annually to spend, you need to have a … Read More
Incredible Retirement Tip: Financial Media Is Not Your Friend
When I look at the offerings of the financial media today— radio, TV, print or online—I always feel as if I’m somehow inferior because I’m not on top of the latest news about investing. I can only imagine how guilty people who aren’t financial professionals must feel—all because of the business press! Financial journalists advocate becoming an “expert” on all … Read More
Why you might be a victim of false advertising
Just because a company can spend millions of dollars on advertising is no excuse to let your guard down. In fact it’s probably a bigger reason to put your guard up. Here’s why…
A Retirement Story: Living an Incredible Retirement
No matter how you choose to define your incredible retirement, make sure you stay active and involved. By doing so, you are guaranteed to lead a life filled with purpose and passion! This story is how one client of ours achieved his incredible retirement. Several years ago, John accepted an early retirement package. About six months into retirement, he called … Read More