Oct 22, 2021

The smart way to build retirement wealth  is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it.  Traditionally, bonds were the tool...

Oct 21, 2021

Statistically, most of the serious accidents-- and even the deaths that occur on mountain climbing expeditions--happen NOT on the way UP, but on the way back down. Ask any mountain climbing expert, they'll tell you: Coming down is much more treacherous than going up. … And the higher the mountain the more dangerous...

Oct 21, 2021

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is...

Oct 20, 2021

A new landmark retirement study has found that the number of Protected Households has risen for the first time since 2018. The Alliance for Lifetime Income’s annual Protected Lifetime Income Study revealed a total of  3.1 million NEWLY  Protected Households and identifies five profiles of Americans planning...

Oct 19, 2021

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is...