Bill in the News
On the weekend of April 28th to 30th, Bill is volunteering as a Ride Marshal for the 2017 Face of America Ride. This amazing event – with 600+ disabled and able-bodied riders riding from the Pentagon to the historic battlefields of Gettysburg – is inspiring and inclusive, and importantly honors injured military veterans. Learn more about this event and why it is so important to Bill.
A Refreshing Voice in the Modern Insurance WorldYou’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.
Tip of the Month
How can seniors keep their memories strong?
It is absolutely understandable that seniors often worry about memory-loss. The numbers are staggering – the Alzheimer’s Association estimates that 5.4 million Americans have Alzheimer’s disease….plus there are many others living with different types and forms of dementia.
What is a senior to do? What can family members do to help older loved ones? One possible answer is technology. Here are some great apps to explore that you can share with the seniors in your life to help give that mind and memory a workout.
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.
What would you like to accomplish before you die? What have you dreamed of doing (perhaps for years) that you rationalize can’t or probably won’t happen? Peter Himmelman, an award-winning Emmy and Grammy nominated musician, songwriter, and performer, speaks from...read more
The greatest reason annuities are misunderstood by the public is the media’s perpetual distribution of inaccurate information. Misinformation about fees, commissions and surrender charges is rampant, even in respected publications. So, before you decide to buy,...read more
Do you agree with Seth Godin’s comment in his recent blog? He said: “Perhaps the biggest cultural change of my lifetime has been the growing influence and ubiquity of commercial media in our lives.” The pervasive and all-present media requires us to sift through the...read more
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.