My Comments: If you’re still working and expect to continue living, chances are you’ll decide at some point to retire. That’s when you stop working for money and money starts working for you. The trick is to have enough to maintain your chosen standard of living. I’m hoping you’ll read the few words below and …
Continue reading Can You Pass This Retirement Literacy Quiz?
My Comments: I became a follower of Don Graves, the author of the following article, a number of years ago. His ideas about paying for retirement are very similar to what I’ve attempted to tell clients for almost four decades. As he says below, we pass through different psychological phases during our lives, and especially …
Continue reading Navigating the Three Economic Phases of Retirement
My Comments: I have no reason to doubt the majority of scientists that posit that we are approaching, if not already there, a tipping point with respect to dramatic climate changes. Unfortunately, or perhaps fortunately, I will not likely experience it beyond the current heat levels in north central Florida. You are right in that …
Continue reading Marker for the collapse of a key Atlantic current discovered
My Comments: This comes from a publication called The Motley Fool that I follow. This article describes averages that may or may not apply to you. But the framework is real and if retirement is in your future, there may be thoughts here that resonate with you, especially if you are 20-25 years away from …
Continue reading The Most Important Retirement Table You’ll Ever See
My Comments: My wife and I are in our 8th and 9th decade on the planet. We have our share of health issues requiring prescription drugs. Yes, we have insurance but every now and then there’s a dramatic charge to be covered. As I followed the headline above, I realized it was published in the …
Continue reading Exorbitant Drug Prices in USA – Here is Why
My Comments: Life expectancy is an elusive category of thought. If you follow news sources, be they paper or digital, too often the person who died is younger than you are. At least to someone my age. That being said, it’s something I’ve dealt with professionally for years. Mindful that none of us has a …
Continue reading Life Expectancy After Retirement–Here’s What To Expect
My Comments: This post is for those of you trying to deal with matters that sooner or later will happen in your life that need thinking about. As a professional in financial services for many years, I can tell you tales about people who paid money to establish a living trust and then ignored the …
Continue reading Is a Living Trust Really the Best Way to Pass an Inheritance to Your Family?
My Comments: Like the author’s first words below, I’ve spent my career looking for ways to help clients grow and maintain their financial lives. Many of them are living much longer than they expected to. I’ve lived far longer than my father, despite our having similar health issues, and I expect to be around for …
Continue reading How a Fixed Index Annuity Can Manage Retirement Income Risks
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