Annuity Horror Story

Annuity Horror Story

Millions of American investors are at risk of falling prey to a financial industry that often exploits their trust and lack of sophistication. I want you to know the story of how one woman was led down a potentially ruinous dead-end path just so a hotshot insurance...
Outliving your money in retirement?

Outliving your money in retirement?

As baby boomers approach and reach retirement age, there’s a lot of anxiety regarding whether or not they will have enough financial resources. Many somewhat simplistic formulas have been applied to this question, each of which is at least somewhat useful — but...
Set it and Forget it?? Fuggedaboutit!!

Set it and Forget it?? Fuggedaboutit!!

A lot of American workers are being asked to SET IT AND FORGET IT. FUGGEDABOUTIT! That requires a ton of faith in the Retirement Plan Committee (RPC) that’s watching their money for them. Unfortunately, many of those RPCs have dropped the ball. Part of the heritage of...
Fugged About It!!

Fugged About It!!

Forget something? Or has your 401(k) given you the finger? Perhaps you’ve heard your retirement plan provider say “Set it and forget it.” You’re not sure what it means … but kind of like when cousin Sal says “Fugged about it” you’re pretty sure you...
Juggling Priorities

Juggling Priorities

Everyone has to juggle (5) balls in life. FamilyFriendsHealthIntegrityCareer The first four are crystal… fragile… to be handled with care… delicate and breakable and highly valuable. They’re glass… and we’re juggling them as if it’s...