856.817.6100 info@wrborton.com

Want to Live Better, Longer?


Reduce or eliminate 4 significant risks to a brighter future

Why Everyone Needs a Long-Term Care Plan

Start the conversation to protect your income, legacy and loved ones

Can You Afford to Retire?

We can help you reduce uncertainties for you and your family

Bill in the News

Bill’s new TV show is on the RadioVision Network (RVN TV) each Tuesday at 11 a.m. Called Live Better Longer, the show is for Baby Boomers who want to improve their retirement years.

Meet and learn from a wide variety of experts on subjects ranging from portfolio management to nutrition management; from insurance, Social Security, and reverse mortgages, to annuities, Medicare and Roth IRA conversions.  Watch the preview here.


A Refreshing Voice in the Modern Insurance World

You’ll find us pretty short on the typical sales pitches around here, but long on expertise, straight-talk and collaboration. Most of our clients come to us with a very clear vision of what they want their retirement to look like, but they’re also aware of the hurdles that stand in the way. At W. R. Borton & Associates, quite simply, we clear those hurdles for our clients. Yes, the tangible outcome of our work may be insurance solutions and asset-protection strategies – but what we really care about is offering our clients a clear, confident path to their desired futures. No matter how big the hurdles – or how bright the dream – you can count on us as your advocate…on the ball and in your corner.

Retirement Income: Got Enough?

Baby Boomers fear running out of money more than they fear dying. Will you have enough? How do you know? We can create a personalized Income for Life Report.

Medicare Plans: Choose Carefully

Turning 65? Your health insurance is about to change. If Medicare has you confused, we can help you understand the “alphabet soup” and make the appropriate choices.

Long Term Care: Plan Now

You think you won’t need long-term care? Think again. You think Medicare will pay for it? It doesn’t. Why risk being a burden on your family? Let’s have a conversation.

Tip of the Month

November is Long Term Care Awareness Month! There is a great deal of value to planning for your future, and for figuring out now how much long term care coverage you really need (before you need it!).

The Predicament

We know Americans are living longer, but not necessarily better. Our clients face the very real risk of outliving their assets because of rising healthcare costs, the need for long-term care, or simply living longer than anticipated. How well these risks are managed can make all the difference between living a comfortable and confident retirement, or running out of money later in life.

Don’t Wait – Complete your Team! Your financial advisor may be doing a great job of managing your assets, but it’s not the same thing as retirement income planning. We collaborate with your existing advisors to design individually tailored solutions that help mitigate these risks and ensure the future you want.

Thriving, Not Just Surviving

Have you considered a transition to retirement in lieu of a dead stop from full time work? A “victory lap retirement”, as Mike Drak and Jonathan Chevreau have termed it in their new book of the same title, includes both work and leisure. This idea, after leaving full...

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A Sure Thing, or A Maybe (Part 2)

In Part 2 of A Sure Thing, or A Maybe, we assume a blend of guaranteed income and a hedge against inflation is ideal when planning for income in retirement, and we dig deeper to help you ascertain the correct blend for you. (Missed Part 1? Click here!) Caution When...

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What are your blind spots?

Most people believe that retirement planning consists of a three-pronged approach: 1) accumulating assets early in your career while young enough to withstand stock market corrections; 2) protecting those assets as you get older by adopting a more conservative...

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Can I Afford to Retire?

We hear this question from our clients more than any other. We get it. The lessons from the market crash of 2008 are still fresh and raw. There’s been a sharp uptick in the fear surrounding outliving retirement income. Even more, uncertainties around market volatility, taxes, inflation, and health care costs have many Americans searching for answers.

We also know that despite these hurdles, you can still visualize your ideal future. We aim to be the partner you trust to help you build a plan to get there. We utilize proprietary software that maps out your entire retirement income picture on one simple page. We can also clearly show how each guaranteed source of income (Social Security, pensions, etc.) will play out under varying life circumstances, such as a layoff, retirement, loss of pension, or the death of a spouse.

Request a private retirement income planning consultation, and we’ll generate your personalized “Income for Life” report. This is a free offer and is without obligation.