Four Investment Myths That Could Affect You During Retirement

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Four Investment Myths That Could Affect You During Retirement With so many different 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 presented with all […]

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 of concern that pre-retirees and retirees have surrounds the Social Security benefits. Most understand that they are entitled to some sort of benefit and they are estimating […]

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 “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 are tons of comparisons from all […]

Longevity Decisions in Retirement

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Longevity Decisions in Retirement People over age 90 are now the fastest growing segment of the U.S. population. By mid-century, this population is expected to quadruple. Many researchers currently are studying what the commonalities are for longevity and whether we can replicate […]

The Three Phases Of Your Retirement Life

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

Understanding Your 401(k) Choices

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Understanding Your 401(k) Choices​ 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 steadily rise and the number of […]

The Cost of Waiting

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Cost of Waiting By: Matt Nelson   January 27th, 2015Here is what I mean: Let’s say are are at retirement age and you have a 401(k) plan that has been accumulating (hopefully) for many years that you want to convert into a […]

Occam’s Razor – The Definition of Simplicity

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Occam’s Razor – The Definition of Simplicity By: Matt Nelson January 12th, 2015Occam’s Razor is a problem-solving principle devised by William of Ockham, who was an English friar and Scholastic philosopher in the 1300’s. The principle states that among competing hypotheses, the […]

The Retirement Playbook – A Common Sense Strategy

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Retirement Playbook – A Common Sense Strategy By: Matt Nelson January 8th, 2015Everyone knows after talking to me for only a few minutes or listening to my radio show for a bit that I am a ‘common sense‘ guy. What I […]

The Retirement Crisis Quiz

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Retirement Crisis Quiz​ It seems that practically every week you read an article about a looming retirement crisis in the U.S. That prompts a round of rebuttals denying that the problem is as large as it’s made out to be.So which […]