by Bill Borton | Feb 5, 2019 | Financial Plans, Long-Term Care, Retirement Income, Retirement Planning
In 2018, Bill was recognized by the American College of Financial Services (Bryn Mawr, PA), as an expert in long-term care planning and insurance and he collaborated with colleagues several times during the year. With Jamie Hopkins, Director of Retirement Research at...
by Bill Borton | Jul 10, 2018 | Financial Plans, Income Strategy, Retirement, Retirement Income, Retirement Planning
In the introduction to his new book, my friend and colleague Jamie Hopkins asks “Can you visualize retirement?” He says most of us can’t, which makes retirement planning “like hitting a moving target in the wind”. It’s important to acknowledge that moving from the...
by Bill Borton | Apr 17, 2018 | Guaranteed Income, Income Strategy, Lifetime Income, Planning, Retirement, Retirement Income, Retirement Planning
During a recent conversation with a friend she admitted, “I still don’t really understand what you do. So, you sell insurance?” To make it easier, I suggested the image of a laundry tub. I said to her, “If you want to fill your laundry tub with water, what’s the first...
by Bill Borton | Feb 4, 2018 | Financial Plans, Financial Team, Income Strategy, Planning, Retirement, Retirement Planning
“There are worse things than death – have you ever spent an evening with an insurance salesman?” ~ Woody Allen After moving to a new neighborhood and joining the local fitness center, I one day discovered the man on the next treadmill was a neighbor. The...
by Bill Borton | Jan 23, 2018 | Financial Plans, Retirement, Retirement Income, Retirement Planning
In study after study, baby boomers say they are concerned about healthcare costs and long-term care in retirement, but their biggest fear by far is outliving their savings. Will you have enough? How do you know? Most of us have been programmed to focus on the...
by Bill Borton | Sep 24, 2017 | Creativity, Income Strategy, Retirement Income, Retirement Planning
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...
