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...
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 | 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...