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 | 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...
by Bill Borton | Jun 5, 2017 | Annuities, Financial Plans, Financial Team, Health Care, Health Care Advocate, Insurance Coverage, Retirement Income, Retirement Planning
A Healthy Body Balanced with Financial Strength Jean Chatzky signed a copy of her new book for me. The subtitle is catching- “Living Longer without Running out of Money or Breaking a Hip”. The book’s title is Age-Proof, by both Chatzky and Michael Roizen, MD. As the...
