Annuities: The Good, The Bad and The Fine Print

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Annuities: The Good, The Bad and The Fine Print Today, the #1 fear in retirement is outliving your money, and it makes sense. How do you know if you have saved enough for retirement? The fears are real.On today’s show, we look […]

How To Choose The Right Investments For You

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. How To Choose The Right Investments For You For the average person, understanding different investments, the choices you have on your plans, the risk each option carries, etc…it’s just flat out confusing! If you have not spent time educating yourself or just […]

Understanding Your 401k Choices

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Understanding Your 401(k) Choices By: Matt Nelson March 24th, 2015 The 401(k) account has become one of the most popular and most commonly held investment accounts in the country. Over the past 30-40 years, we have seen the number of 401(k) plans […]

The Three Phases Of Your Financial Life

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Three Phases Of Your Financial Life There are fundamental differences and changes that every investor must consider as they move along their path towards, and into, retirement. Investing your money properly for each phase can make a huge difference as far […]

The Correlation Between Gambling and Investing

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Correlation Between Gambling and Investing You have probably heard the phrase “the stock market is just another form of gambling”, and in some instances that is absolutely true. Perhaps it can be deemed more socially acceptable way to gamble, as the […]

The Rise of the Robo-Adviser!

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Rise of the Robo-Adviser! Using a ‘robo-adviser’ is all the rage right now, especially since Charles Schwab recently joined the party marketing the first worldwide “name” to accept this new way of investing as a mainstream option.What retirees and near-retirees are […]

Choosing Between a Lump Sum and a Pension

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Choosing Between a Lump Sum and a Pension With every passing year, more and more employers are deciding to offer lump-sum buyout offers to eradicate their books from the lengthy list of pensions they are on the hook for. Retirees and near-retirees […]

Comparing Wall Street To Casinos Isn’t Fair – To The Casinos

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Comparing Wall Street To Casinos Isn’t Fair – To The Casinos By: Matt Nelson April 25th, 2015 “Sounds like you guys are a couple of bookies.” – Eddie Murphy, from the movie Trading Places, after being educated about Wall Street commodities trading.There […]

Can You Retire Early?

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Can You Retire Early? Most people tend to focus on the big picture when considering whether or not an early retirement is an option, when in reality it’s all of the small risks that they need to make sure they have a […]

What To Know About Your Social Security Benefits

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. What To Know About Your Social Security Benefits One of the most common areas that pre-retirees and retirees have surrounds their Social Security benefits. For most people, they understand that they are entitled to some sort of a benefit, and they are […]