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 | Dec 18, 2017 | Financial Plans, Guaranteed Income, Income Strategy, Lifetime Income, Retirement, Retirement Income, Risk Management
Numerous factors have helped increase human longevity. Many of us will live to be 90, and some perhaps even 100 or more. Unfortunately, in our younger years, many of my fellow Baby Boomers were not particularly focused on the possibility of living 35 years past...
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...
by Bill Borton | Sep 7, 2017 | Estate Planning, Financial Plans, Guaranteed Income, Hedge against inflation, Income Strategy, Planning, Retirement, Retirement Income, Retirement Planning, Wealth Management
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...
by Bill Borton | Aug 24, 2017 | Estate Planning, Financial Plans, Financial Team, Income Strategy, Lifetime Income, Retirement Income, Retirement Planning, Risk Management, Uncategorized
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...
