21st May 2007
We recap our story from Part I, based on a true life experience. It's about the woman married to the high level auto executive. They led a happy and successful life, raised a family, and assumed they would retire together and continue to live the good lif...
21st May 2007
She’s an intelligent woman, seemingly well to do, living in a high rise condo in Florida. Retired, active lifestyle, involved in many activities with her friends, giving of herself to her community, church, and local charities. She did everything right,...
21st May 2007
1) Underestimating the effects of inflation If you retire on $4,000 month today, in 15 years @ 3% inflation you will need $6,232 month just to stay even with the cost of living. Moral: Don’t invest solely in fixed interest investments; build part of you...
21st May 2007
Is Your Annuity Really Working For You?
Annuity expenses have a significant impact on your potential returns!
Tax-deferred investing
• An income stream in retirement.
• Insuring your principal in case of death.
• Unlimited contributions.
...
21st May 2007
She retired young, 49 to be exact, and made the big move from the dreary rain soaked Northwest to the land of palm trees and eternal sunshine. But all was not well, and the consequences of misguided judgment would soon come home to roost.
Annie had bee...
03rd May 2007
Is the next "Bear Market" just around the corner? Was the recent market correction a harbinger of things to come? No one can know the answer to these questions, but there are a number of steps each of us can take to prepare for the next Bear which, sooner...
03rd May 2007
Do not rely on the man in your life, or the future man, to provide your financial security.
With the deck stacked against you in so many ways, you must form your own plan. For the litany of challenges you face, look at what the statistics say.
*On a...
03rd May 2007
Yes, it’s true, women live too long. The numbers say the average lifespan of women is 79, whereas for men it’s 72. Why do I say women live too long? It’s due to the very real risk of a reduced standard of living in a woman’s later years.
Consi...
