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Nov 19, 2019

As 2019 comes to a close, what are some financial items on your list you should be checking twice?  On this episode, John discusses the one thing you can do a year to help you save more for retirement. Did you know 22% of Americans aren’t sure if they are paying fees in their 401(k)? Find out the 3 common 401(k)...


Nov 4, 2019

Did you know Americans think the ideal age to retire is 61? But, with Americans living longer your retirement savings need to last longer too. The Stanford Center on Longevity found the key to a successful retirement is delaying SS until age 70 and that 70 is the new 65 – meaning you should retire later, rather...


Oct 21, 2019

Another pension plan is biting the dust: General Electric is freezing pensions for some 20-thousand employees … and offering buyouts for 100-thousand former employees. That’s scary news for anyone who’s been counting on a pension to bolster their retirement – any advice for those people? Then,Kiplinger says...


Sep 30, 2019

When is the last time you reviewed your beneficiaries on your life insurance, 401K, IRA accounts or other investments? What can you do now in order for your family to avoid probate? When one spouse has passed, how does it impact the income of the surviving spouse?  John highlights the three lifetime events when it’s...


Sep 23, 2019

Only 11% of baby boomers having over $500K saved for retirement, 31% of boomers say they’ll work past 70 and 25% of them have not calculated their retirement goals. With these numbers, its easy to see why the #1 fear of planning for retirement is running out money!  In an attempt to warn baby boomers, Market Watch...