3 questions that make creating a retirement investment strategy easier

Posted on May 21, 2018

Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. The best way to help your clients get started is to remind them to slow down and answer three questions.


Posted in FinancialPlannng, portfolio risk, Industry Advice, Retirement, Risk, Retirement Age

5 big Social Security issues to think about in 2017

Check out these five Social Security issues to discuss with clients in 2017. Big changes in Social Security next year could cost clients some of their benefits. Read the article from Financial Planning.


Posted in Blog, Claiming Strategies, COLA, Cost of Living Adjustment, Full Retirement Age, Retirement, Retirement Age, Social Security