by Bill Borton | Apr 12, 2017 | Creativity, Financial Plans, Idea Generation, Planning, Retirement Planning
What would you like to accomplish before you die? What have you dreamed of doing (perhaps for years) that you rationalize can’t or probably won’t happen? Peter Himmelman, an award-winning Emmy and Grammy nominated musician, songwriter, and performer, speaks from...
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...
by Bill Borton | Oct 16, 2016 | Financial Plans, Long-Term Care, Retirement Income, Retirement Planning, Wealth Management
Learn How to Avoid the Huge Financial Plan “Hole” that Can Have a Dramatic Impact on Retirement Income, Legacy, and Lives of Loved Ones “I hope I die before I get old.” My Generation, The Who, 1965 Most Boomers were just coming of age when Pete Townsend wrote “My...
by Bill Borton | Sep 16, 2016 | Health Care, Long-Term Care, Retirement Planning
Throughout life’s journey, we prepare for just about every big milestone – buying a house, getting married, becoming a parent, saving for college, enjoying retirement – and we benefit from that time spent learning and preparing. However, we are rarely given that same...
by Bill Borton | Jul 28, 2016 | Health Care, Health Care Costs, Long-Term Care, Retirement, Retirement Planning
We spend our lives making plans and preparing for future events. From the beginning, we plan and work towards education, a career, and perhaps a partnership or marriage and a family. We work hard and save, invest and build our assets. We purchase insurance to protect...
