Sep 26, 2022

A Princeton Professor did a study asking retirees which approach they preferred to fund their retirement.  Dr. Wade Pfau found one third liked living off the growth and income of their portfolios, another third preferred the safety of annuities, while the remaining third was split between bonds and a hybrid of all three...

Sep 12, 2022

Are we in a recession now? If not – is one coming?  That’s the big question as the Fed raises interest rates again to fight 9.1% inflation. Steve explains what pre-retirees and retirees can do now to prepare for a recession if and when it hits to both protect and grow your income and most importantly not run...