Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.

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 imagine many of you have heard the story of the Blind Men and The Elephant. I believe it may have been the sixth grade or so when I was first introduced to it.

Having met with thousands of individuals during the 25 plus years of my career, I have noticed most people tend to make similar mistakes.

If you want to retire, then you better put your money to work. View your retirement savings as a little army that is going to fight for your future income.

Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.

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.

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

When you boil it down, there’s really only three places where you can invest money:

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.