Investing In the Stock Market In Retirement

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Investing In the Stock Market In Retirement So, you’ve retired, huh? Now what? Should you keep all of your money in the stock market? How much risk should you really be taking? Better yet…how much risk can you truly afford to take?If […]

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 […]

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 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 […]

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 […]

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 […]

The Top 3 Annuity Buyer Mistakes

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The Top 3 Annuity Buyer Mistakes There are plenty of misconceptions prevalent on how annuities work and whether or not you should own one. Quite frankly, research shows that there are plenty of benefits to owning an annuity depending on your circumstances. […]

The 4 Retirement Blunders You Need To Avoid

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. The 4 Retirement Blunders You Need To Avoid Retirement is the culmination of a lifelong journey for most. As Americans, we work and save and sacrifice for a long time with hopes that someday we will have amassed a large enough nest […]

Overcoming Retirement Anxiety and Today’s Most Common Fears

Retiring Is Easy, Staying Retired Is Difficult. We Specialize In Keeping You Retired. Overcoming Retirement Anxiety and Today’s Most Common Fears By: Matt Nelson August 15th, 2015Retirement. It is a frightening word for many. It is definitely a big decision. Can you afford to retire? Are you ready? Thousands of baby boomers are asking the […]