Skip to content

Our Blog.

Retirement is calling
01
Latest News

Blog Archive.

Most Recent Posts


Aug. 8, 2019

Why Standard Deviation Matters When Retirement Planning

When it comes to investments, most people want to focus on annualized rates of return. Why? There are numerous reasons,…

READ MORE


Jul. 25, 2019

Why Your Average Rate of Return Is Misleading

In 1914 at the start of World War I, none of the combatants provided steel helmets to their military soldiers.…

READ MORE



Jul. 12, 2019

3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)

I’m not an envious guy by nature. However, I can count on one hand the times in my life that…

READ MORE


Jul. 9, 2019

Trade Uncertainty and Expected Fed Rate Cuts Make for a Volatile Quarter

Historically typical volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy,…

READ MORE



Jul. 3, 2019

What Is a Stretch IRA?

In our society legacies matter. When we look at people, we want to know what will be the lasting effect…

READ MORE


Jul. 2, 2019

Investment Fees Explained

I love dogs. I love my dog. She's a three-year-old Bernese Mountain Dog named Ada and you would love her,…

READ MORE



Jun. 13, 2019

Understanding Your Annuity Statement

Over the past several weeks, we’ve taken some time to look at deferred annuities. We’ve looked at what they are,…

READ MORE


Jun. 5, 2019

Fiduciary vs. Suitability Standards: Which Drives Your Financial Advisor?

In December 2009, one of the top American pizza restaurant chains decided to hit the reset button by revamping their…

READ MORE



May. 22, 2019

Are Annuities Meant for Income or Growth?

Over the past month, we have been looking at some of the basic principles of that often misunderstood investment vehicle…

READ MORE


May. 15, 2019

What Are the Different Types of Annuities?

To oversimplify the investing world, one could say that there are two types of investments. One in which your values…

READ MORE