The Mutual Fund Swamp

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!

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Top 5 Fears Heading Into Retirement

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?”

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J. Paul Getty – The World’s Richest Man

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).

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Learning from the Richest Musicians

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.

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Honey I Shrunk the Portfolio

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

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Risks That You Can Plan For

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.

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It’s Just A Numbers Game

Do you know if you can retire early? It’s just a numbers game, do you know how to play?

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Do You Need A Million Dollars to Retire?

Do you really need a million dollars in savings and investments to retire?

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If You Want To Retire, You Need To Put Your Money To Work!

Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.

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8 Retirement Deadlines You Need to Know

The 8 retirement deadlines you need to know to plan the retirement of your dreams!

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