How Long Will Your 401(k) Funds Last In Retirement?

October 13, 2014 by Miji Pearse | Leave a Comment

“With pensions increasingly rare and the future of Social Security uncertain, many people rely on their 401(k) plans to provide lifetime income once they retire. The problem with this strategy is that no one knows just how long that lifetime will be. And that’s not the only thing that’s uncertain when it comes to retirement planning…” If you’re not sure Read More >>

Categories: Advanced Retirement Planning, Basic Retirement Planning, Financial Advisors
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Are you a Financial Advisor? Do you blog about investing? Why you must STOP!

October 13, 2014 by Miji Pearse | Leave a Comment

Why You Should Stop Blogging About Investing Blogs are an excellent tool to connect directly to your clients. But don’t write about investing; it’s monotonous and BORING to say the least!! Here, Megan Elliot tells you WHY and provides you with other options. We’d love to hear from you. Tell us what you think about Megan’s stop-blogging-about-investment points… Leave your Read More >>

Categories: Advanced Retirement Planning, Basic Retirement Planning, Financial Advisors, Retirement News, Torrid Tech Talk
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Melody Juge Explains Why General Calculations for Solid Retirement Planning Isn’t Enough

October 13, 2014 by Miji Pearse | Leave a Comment

Find out why Melody Juge, managing director at Life Income Management, tells us that “… knowing what your living expenses are in general isn’t enough” IN –> 9 key criteria for creating a sound retirement plan http://www.marketwatch.com/story/9-key-criteria-for-creating-a-sound-retirement-plan-2014-10-03 Do you agree with Melody? How do you calculate your living costs AND plan for potential unforeseen ancillary expenses?  

Categories: Advanced Retirement Planning, Basic Retirement Planning, Business Advice, Pensions or Defined Benefits, Social Security
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4 Things Mt. McKinley Taught Me About Business

October 09, 2014 by Tim Turner | Leave a Comment

My oldest son Zac got accepted into the UGA vet school this year, a big accomplishment after years of hard work on his studies.  I got to thinking about rewarding him with a trip and decided to make it a father-son getaway so that we could spend some time together before his intense 4 years in vet school. When I Read More >>

Categories: Business Advice, Personal Travel and Holidays

Can your Home help you with Retirement?

October 06, 2014 by Tim Turner | Leave a Comment

We get emails and calls all the time from people asking whether their home can be used to help with retirement… Specifically you have several options: – selling your home and downsizing to a smaller place, possibly in a state with no income taxes – getting a reverse mortgage that you can use to help ends meet in retirement; this Read More >>

Categories: Basic Retirement Planning