Preview Mode Links will not work in preview mode

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...


Sep 3, 2019

What’s your “magic number” in retirement? Basically, how much money would it take to make you feel confident that you have saved enough? With the #1 fear of running out of money, this needs to be specific, right? So, how do we come up with a realistic number? On average, Americans believe they need $1.7 million to...