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 […]
Underestimating What You Need In Retirement
Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Underestimating What You Need In Retirement As thousands of baby boomers rush into the retirement system each and every day, planning for the retirement you hoped for can be a tough task. After all, people have worked a lifetime in most cases […]
MythBusters! The Four Investments Myths That Could Affect You During Retirement
Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. MythBusters! The Four Investments Myths That Could Affect You During Retirement With so many different investment methodologies and investment philosophies out there today, it is important to sort out the good advice from the bad. Many investors might experience ‘decision paralysis’ when […]
The CD Buyer’s Guide to Safe or Safer Alternatives
Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The CD Buyer’s Guide to Safe or Safer Alternatives As you already know, CD interest rates are still in the gutter. It has been almost ten years since CD’s were a viable growth option for your money. I know that many have […]
How Emotions Can Influence Smart Investing
Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. How Emotions Can Influence Smart Investing We often talk a lot about proper income planning, and managing tolerance, or even how to choose the right advisor. One area of finance that is sometimes neglected is the idea of how an investor’s individual […]
Is America’s Retirement System Failing You?
Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Is America’s Retirement System Failing You? By: Matt Nelson June 30th, 2015Does this sound familiar? Thousands of Baby Boomers rushing into retirement each and every day…pensions underfunded all over the country…Americans living longer and pushing the retirement system to its threshold…you get […]