6 More Regrets to Avoid in Retirement

Yesterday I asked if you were feeling lucky. The idea being that if things work out for you, your journey end will arrive with few regrets. Before you conclude I’m trying too hard to deny you years of fun and games, I’m really focused on helping you enjoy a worry free and financially secure retirement. …

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6 Regrets to Avoid in Retirement

Are you feeling lucky? As you reach the end of the road, worrying about what might have been has little purpose. Before you get there, you’ll likely pass through three phases. I refer to them as the the GO-GO years, the SLO-GO years, followed by the NO-GO years. When the average life expectancy for a …

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Equity-Indexed Annuities As a Retirement Strategy

Here we’re dealing with mixed messages when both are in a foreign language. On one side are the brokerage firms and investment professionals whose expertise is probably exceptional, telling you what’s the best thing to do with your money. On the other side are insurance professionals whose income is largely a function of their ability …

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The New Normal for Retirement: There Isn’t One

I grew up thinking I’d retire when I reached 65. That was in 2006. For a lot of reasons, here I am in 2019 calling myself semi-retired and working about 30 hours each week. Yes, I no longer have to put on a coat and tie and wander around town looking for new clients. And …

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Why You Should Create a My Social Security Account

Can you believe it??? Capitalism and socialism working together? Whoever caused that to happen should be voted out of office… What were those bas**rds thinking? Actually, there are more than 60 million Americans today who rely on monthly checks from the Social Security Administration. And believe it or not, there is a damn good website. …

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Americans Know They’re Not Ready for Retirement. But It’s Worse Than They Think

No one likes bad news. When it arrives almost daily, there is a tendency to treat it as noise and tune it out. When it involves retirement, tuning it out is easy since for most people, retirement is years away. Without a sense of urgency, it’s just another time consuming and relatively meaningless waste of …

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Capitalism vs Something Else?

by Tony Kendzior \ May 31, 2019 Disney is a name that resonates with people of my generation. We grew up with Mickey Mouse and as our kids grew up, Disneyland in California and Disney World in Florida became vacation destinations for millions of us. My grandchildren today know the park in Orlando like the …

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