Understanding Social Security

Approximately 66 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.

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CYA: Cover Your Assets

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.

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Who Needs Help

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

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Three Worlds of Money

When you boil it down, there’s really only three places where you can invest money:

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Retirement: You’re at the Helm

People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.

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Don’t Take Dividends For Granted

I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.

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The Mutual Fund Swamp

Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!

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Pros & Cons of Self-Employment

You’ve grown tired of commuting to a job where you sit in a cubicle and do someone else1s bidding.

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Top 5 Fears Heading Into Retirement

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”

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J. Paul Getty – The World’s Richest Man

In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).

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