Not too long-ago Lisa Wallace, the public affairs specialist from the Social Security office was on my radio show Simply Financial that airs each Saturday morning at 11:30 here in Charlotte on 102.5FM or 610AM.
I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.
People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.
Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!
After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”
In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).
Let’s look at some of the richest people in the music industry and see what lessons we can learn and how we can apply these lessons to our own retirement planning.
Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.
I recently did a radio show and the topic was types of risk that many people will face in retirement. The main two that I want to go over today is Market Risk and Inflation Risk. Both of these can take a toll on your retirement investments.
How can your 401k benefit your children? Learn some techniques on how to give pass your 401k to your heirs with the least amount of tax as possible.
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