by Bill Borton | May 22, 2020 | Uncategorized
How long will you live? How do you know? Unless you have a pretty clear idea, it may be difficult to create a sustainable retirement income plan that will meet your income and legacy objectives. Life expectancy tables are averages, so unless you are average, they...
by Bill Borton | Mar 31, 2020 | Retirement, Retirement Income, Retirement Planning
“You can’t ‘should have done’ anything. It’s simply not possible, so take a few deep breaths and try to relax. So, you didn’t reduce your exposure to equities when you had the chance. You didn’t move 20% of your retirement savings into a deferred annuity to...
by Bill Borton | Mar 26, 2020 | Creativity, Idea Generation
Already we sense that our lives will be divided into B.C. (Before Corona) and A.C. (After Corona). Through necessity, we may see and experience alternate ways things can be done. For example, how many of you have noticed Zoom become part of the lexicon? What will...
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...
