Category: Retirement Planning

7 Retirement Planning Questions You Should Be Asking

After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life. Below are some of those retirement planning questions and my responses. I’ll start with the most common question by far. Q: How much money do […]

How Market Volatility Can Derail Your Retirement Plans

The 5 years leading up to retirement through the first 5 years after retirement is the most crucial period that a retiree will go through – in fact, a successful retirement (i.e. not running out of money) may boil down to this 10 year period known as “the Fragile Decade.” So why do these 10 […]

Uncle Sam’s Wallet: The U.S. National Debt and Deficit

The Congressional Budget Office (CBO) announced that it projects the U.S. federal deficit to surpass $1,000,000,000,000.00 a year starting in 2020. Yes, that is 1 trillion dollars! This annual deficit is adding on to the already-staggering U.S. national debt every year, not to mention the interest that is also accumulating to service that debt. It’s […]