Two Questions:
1) What is a Sign You Have a Trustworthy Financial Advisor?
2) Why Should My Advisor Care About Who My Beneficiaries Are?
These might seem like odd questions, especially one right after the other. Just go with me, though, because believe it or not, they directly relate to each other. Continue reading
OK, so a lot of you have watched, read, or listened to some of my interviews recently on how to plan for income during retirement. Well I wish I had more than a few minutes during these conversations to discuss this potential problem that boomers and retiree’s worry with quite often. I have been asked by quite a few folks who follow me “what is something that is often overlooked” when retirees are moving into the distribution phase of their retirement. They want to know how they can take money from thier investments and savings to maximize their income while minimizing taxes. Continue reading
I was recently asked by the Richmond Times-Dispatch to write a featured article for “60 Seconds With…” This article appeared in the March 28, 2011 Business Section of the Times-Dispatch, page D16. Or you can listen to it below, just click on the arrow.
Interview on WRVA–I was interviewed by Jimmy Barrett on WRVA Talk Radio – Click Here to listen to our discussion about retirement!
Starting this year, baby boomers will be turning 65 at the rate of 10,000 per day for the next 19 years. This will cause extreme stress for burdened healthcare and financial programs such as Social Security and Medicare. For boomers who have recently retired or near retirement, here are 2 key topics to pay attention to if you are concerned about how to fund your retirement lifestyle and not run out of money in the process. Continue reading
