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 | 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 | 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...
