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Tag Archives | Retirement Planning

Retirement Planning and Retirement Preparation

Retirement planning is one of the issues that commonly leads clients to consult financial advisers. One of its essential aspects is creating a plan to save and invest in order to provide a comfortable retirement income. Ideally, this starts many years ahead of retirement, even as early as your first paycheck. As retirement comes closer, […]

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Cruise Ship Retirement

My wife and I love to travel, and as a result we’ve dragged our children around the world with us, starting from a very early age. We fell in love with cruising, especially when our kids were young. Even though they are tired of traveling the world, Marcia and I are not. In fact, we’ve […]

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For Seniors: Giving Up The Checkbook, Part One

One area that few seniors prepare for is arranging for someone else to handle their financial affairs when they can no longer fully care for themselves. This is easy to put off, for three primary reasons. First, there are a lot of difficult emotions involved with the thought of losing our cognitive ability and the […]

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Action Now Is Key to Easing Financial Fears

Not long ago, one of Americans’ top fears was public speaking. Apparently Toastmasters is working; this fear didn’t even make this year’s Top 10 list. Chapman University recently completed its third Survey of American Fears, as reported in an October 12 article in Science Daily. Based on responses to questions about 65 potential fears from […]

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The Presidential Election and Your Retirement Planning

As we get closer to election day, the most common question people ask me is, “What is the election going to do to my investments?” This is usually followed by, “If ___________ is going to be elected president, don’t you think I should get out now while I have a chance?” It really doesn’t matter […]

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