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 | Aug 3, 2017 | Annuities, Financial Plans, Guaranteed Income, Income Strategy, Retirement Income, Retirement Planning, Risk Management
Will allegiance to your “tribe” limit your choices and keep you in doubt about your future financial picture? We are all steeped in the thinking and beliefs of our families, friends, and confidants. We tend to live within the limits of what is approved by the groups...
by Bill Borton | Mar 27, 2017 | Annuities, Beneficiaries, Estate Planning, Financial Plans, Income Strategy, Lifetime Income, Retirement, Retirement Income, Wealth Management
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,...
by Bill Borton | Mar 13, 2017 | Estate Planning, Financial Plans, Health Care, Income Strategy, Lifetime Income, Retirement, Retirement Income, Retirement Planning, Wealth Management
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...
by Bill Borton | Dec 12, 2016 | Income Strategy, Lifetime Income, Retirement, Retirement Income, Retirement Planning
When you think about your retirement, does it conjure up images of spending more time with your family and doing the things you love? (It should!) Most of our clients have a pretty clear idea of what they want their retirement to look like, but that vision is often...
