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Top Unexpected Expenses in Retirement

Conclusion: Surprise expenses during retirement are inevitable. Oftentimes, the magnitude of the expense is what surprises the retiree the most. By being aware of potential...

Spending Freeze for Pre-Retirees

Conclusion: A Spending Freeze is a great tactic for pre-retirees to jumpstart their retirement plans. It is a quick (although not painless) way for people...

Indexed Universal Life Insurance (IULs)

Conclusion: Indexed Universal Life insurance is a tool that can be used correctly or incorrectly. While the purpose of life insurance is beneficial for many...

Collecting Social Security While Working

If you are considering claiming Social Security and maintaining employment, you need to know these answers. There are two main factors to consider when deciding...

Risk Free Investments

Summary: Most people are familiar with the investment concept of risk vs reward or risk/return. Typically, the more risk you take, the greater the return...

Early Retirement Packages & Offers

Summary: Sometimes a company will offer an early retirement package to employees. This has certainly been the case during the summer of 2020 for industries...

Money Worth More Than Time?

Summary: In 1977, Warren Buffet’s son, Peter, received an inheritance of $90,000. Had he kept that in Berkshire stock it would be worth about $200...

When “Free” Isn’t Free.

Summary: Free is a good thing right? Well, as the old saying goes, nothing in life is free. Or is it? Many things are offered...