If you’ve worked for one company for a long period of time, you probably feel pretty good about your employer. Furthermore, because of your longevity, you may hold a large portion of your investment portfolio in the company stock. While this may seem to be a sound investment strategy, it can be far less secure than you think. No doubt, … Read More
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
Top Three Reasons to Avoid Variable Annuities
Variable annuities are popular in times of market turbulence because of extra fringe benefits like “guaranteed income for life” or “withdrawal benefits.” However, these are the three reasons why those fringe benefits don’t always mean variable annuities are a good investment option for you: High Cost – variable annuities are double or triple the cost of a mutual fund, which … Read More
Preparing for Retirement
When you’re planning a vacation, you do legwork ahead of time. You buy a travel guide or look online for details about your destination; you comparison shop airfare, hotels, rental cars, etc. Planning ahead is simply a sensible strategy that helps you avoid stress. But somehow, when it comes to retirement planning, people often overlook this type of preparation. Perhaps … Read More