Medicare Plan Reviews for the Open Enrollment Season 2018
Appointments will be available again this year to our Medicare-eligible clients Continue reading
Episode #2: Details vs. Relationships
Unfortunately, many financial advisors fall into one camp or another. They’re either a great relationship person or they’re extremely focused on planning details. Kevin will tell us about a couple who called him recently after experiencing one of those scenarios and how it cost them a lot of money. Listen to this episode of “Retire Smarter” to find out why you should work with an advisor who respects the unique details of your situation, while also developing a strong working relationship with you. Only having both will lead to clarity and confidence in your decision making about your financial future. Continue reading
Your Changing Identity in Retirement
Have you considered the emotional aspects of retirement and how to plan wisely for your identity change? If retirement is knocking on your door, you may want to start preparing yourself emotionally for it now, because preparation goes beyond making … Continue reading
Episode #1: Be Realistic About Your Retirement
We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like. Continue reading
2018 Second Quarter Market Report
The U.S. equity markets suffered a small setback in the first quarter, but the second quarter brought us back into positive territory, being led by small companies represented by the Russell 2000 index. International markets, however, were negative, likely in … Continue reading
Top 5 Mental Errors You Make When Investing
Even the most perceptive and experienced investors, can fall prey to mental errors or biases that lead to poor investment decisions. After all, we are all human, and the emotional part of the brain is faster than the rational part. … Continue reading
Retirement Income: Bad-Timing Risk
You just retired and need to start taking money from your investment accounts. After all, you have no more paycheck. You now need to create retirement income. Continue reading
Your Retirement Income Framework
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
New Medicare Cards Coming
If you receive Medicare, you will be getting a new Medicare card. Why? Medicare is removing Social Security Numbers from Medicare cards to help mitigate fraud and identity theft. Beginning in April 2018 and continuing for the next twelve months, … Continue reading
Social Security Service Slips & Lack of Advice
Social Security is complicated. Trying to apply for benefits or getting answers about your claiming options is frustrating at best. Plus, filing for benefits is something you generally do one time and the costs of mistakes can be huge. Getting … Continue reading
