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Jan 17, 2018

..What do you know about claiming your social security benefits?  And how do you know … what’s fact-- or fiction?

Should you delay taking your benefits as long as possible?  Or are you better off claiming your benefits sooner, than later?

...Or does it even matter … because YOU believe the system is on the verge...


Jan 16, 2018

"...What Rate of Return Should You Expect To Earn On Your Retirement Investments over the next ten years? The higher this market goes, the lower the following ten year period will be according to historical and mathematical statistics. Every calendar quarter BlackRock publishes capital market assumptions about a...


Jan 12, 2018

...It may surprise you to learn that EVERY year, Americans acquire more than  $200 billion dollars in new annuities-- And--even more surprising, over half of those annuities are being used for 401(k), 403(b)  and IRA rollovers! Why?  Studies show there are three key reasons, and we'll review them all plus Steve will...


Jan 11, 2018

You did some research, you studied hard,  and you picked several top rated mutual funds for your IRA, or 401K …You even picked several of last year’s number one funds in their category! And you thought you were good to go!  But in reality … you just made two of the biggest investing mistakes on Wall Street...


Jan 10, 2018

Fox News Contributor Gary Kaltbaum, host of the Investors Edge on Money Radio--joins Steve and I today live, but first do you have any mutual funds in your IRA, 401K, or investment portfolio?  You may think you’re invested in some of the highest rated funds by Morningstar  …But in reality … they could be...