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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...


Aug 29, 2022

Steve talks about creating generational wealth and discuss the list of 50 things every 50 something should know about retirement!

 

Call Steve today for a complimentary Portfolio Review! 

 

 


Aug 15, 2022

I came across a post on the blogging website Reddit that struck a nerve.  It was people talking about childhood friends they assumed were rich – and why they assumed that.  It’s a good reminder that “wealth” is often in the eyes of the beholder. Hear Steve explain how he can help you achieve what wealth looks...


Aug 1, 2022

Do you feel like your 401(k) is now more like a ‘301(k)’ because of all the market declines?  Hear how Steve is helping clients preserve their retirement savings during such a volatile time.  During all the volatility in the stock market, we’ve heard one financial term being tossed around a lot – bear market. ...