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 | May 22, 2017 | Financial Plans, Health Care, Health Care Costs, Long-Term Care, Retirement, Retirement Income, Retirement Planning, Risk Management
Like the tips on the end of your shoelaces that keep them from fraying, telomeres are areas of repetitive DNA at the ends of our chromosomes that protect them from deterioration. There is a link to the length of these telomere “caps” and longevity. The shorter the...
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...
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...
