We believe that the number one issue in retirement is creating income. In retirement, having enough money to live on every month without ...
Read more
Comments Off on Income In Retirement
Archives for May 2017
Monthly Archives: May 2017
When thinking about retirement, most of us tend to focus on income. While income is important to ensuring a secure retirement, there are ...
Read more
Comments Off on Think About the 4 Pillars of Retirement Instead of Just Income
Structuring your estate is a very important part of retirement planning. After all, you want to make sure that your legacy and final ...
Read more
Comments Off on The Importance of Estate Planning
Contributor: Jeremy Kisner taken from the Surevest Insight Blog People have been asking me for the last year: “How long can this bull ...
Read more
Comments Off on How Long Can This Bull Market Last?
Non-qualified vs. Qualified Money Non-qualified money has already been taxed, like your bank accounts, CDs or Roth IRAs. Taking money out of these ...
Read more
Comments Off on Retirement Planning Can Save You Money on Taxes
What Is a Fiduciary? A fiduciary is required by law to recommend only what is in your best financial interest, not theirs. This ...
Read more
Comments Off on Banker-Broker vs. Fiduciary Model in Retirement
Growing old and cranky is a cliché that rings less true every time Jane Fonda walks on the set or Danny DeVito appears ...
Read more
Comments Off on Retirees Are Too Pessimistic on Their Investments—And It’s Costing Them
Most bankers and brokers will tell you that bonds and bond funds are some of the safest investments that you can make as ...
Read more
Comments Off on Why You Shouldn’t Invest in Bonds or Bond Funds
With interest rates near all-time lows, it is difficult to find safe investments for retirees. Bankers and brokers will tell you to invest ...
Read more
Comments Off on The Safest Investments You Could Make for Retirement: The Good, The Better and The Best
Believe it or not, creating a successful retirement plan could be easier than you think. Many leave their retirement up to the bankers ...
Read more
Comments Off on 12 Parts of a Successful Retirement Plan
