19 01, 2023

Why 25 is the best number to multiply

By |2023-01-19T08:55:40-08:00January 19th, 2023|weekly update|Comments Off on Why 25 is the best number to multiply

Why 25 is the best number to multiply When it comes to retirement, nothing is more important than being prepared. Whether starting early or late, it’s the ‘starting’ that matters. A good rule of thumb is the 25x Rule; it’s an easy [...]

17 01, 2023

You might be concerned, with good reason

By |2023-01-14T07:55:30-08:00January 17th, 2023|weekly update|Comments Off on You might be concerned, with good reason

You might be concerned, with good reason Retirement is always the dream of the working class, and we spend our lives thinking about the day we can finally hang up our boots or close the office door for the last time. [...]

17 01, 2023

Retirement Income “Shock Absorbers?”

By |2023-01-17T07:32:48-08:00January 17th, 2023|weekly update|Comments Off on Retirement Income “Shock Absorbers?”

Retirement Income "Shock Absorbers?" If you’re over 50 with less than $1 million in investments, you likely have questions like: What happens to my investments and retirement income when the stock market drops (or a recession hits)? How will I maintain [...]

12 01, 2023

What’s the price of an annuity’s guaranteed returns?

By |2023-01-05T22:16:04-08:00January 12th, 2023|Uncategorized|Comments Off on What’s the price of an annuity’s guaranteed returns?

What’s the price of an annuity’s guaranteed returns? As stocks drop and prices rise, there’s a lot of talk about annuities. Some people speak about annuities like they’re the answer to all your problems. Others think it sounds too good to [...]

11 01, 2023

Do you actually have enough to retire on?

By |2023-01-11T08:25:39-08:00January 11th, 2023|weekly update|Comments Off on Do you actually have enough to retire on?

Do you actually have enough to retire on? Despite all of your estimates and time spent with a calculator, you might undershoot your ideal retirement fund! The last thing you want is to be up the creek without a paddle when [...]

9 01, 2023

Are you safe to retire?

By |2023-01-05T22:09:20-08:00January 9th, 2023|weekly update|Comments Off on Are you safe to retire?

Are you safe to retire? Choosing when to retire is a difficult choice. There are personal considerations–job satisfaction, health issues, family priorities. Do you know what you’ll do with all your free time? There are financial considerations, too–your savings, cost of [...]

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