Re-Engineering Retirement: Take the “oops” out of retirement uncertainty The expression “oops” doesn’t inspire confidence in procedural matters of either health or finance. If your surgeon says it just before you go under, you’re probably going to have some concerns as soon as you wake up. An “oops” in a retirement strategy can be just …

Re-Engineering Retirement- the myth of being saved by “the market” Read More »

If you haven’t figured it out already, I like lists. I don’t like failure. Aviators- regardless of their experience -all use preflight checklists due to the extreme consequences of failure in their avocation. So to keep my clients from crashing and burning, I like to promote checklists. This one is from an old American Skandia …

Ten Steps to Being a Savvy Retiree Read More »

Think You’re Leaving the “Family Farm” to the Kids? Think Again. The State of Oregon May Have Other Plans. You’ve worked hard all your life, been retired for quite a while, but now the old bod’ is wearing out and you need help. Your fixed income isn’t enough to pay for in-home assistance so you …

Asset Protection now easier Read More »

Annuities have gotten a lot of bad press lately, mainly because there are some terrible annuities out there- which I will list later -as well as some terrible “advisers” selling them. The “Top Ten” myths are ubiquitous, appearing on numerous websites such as http://www.annuitiesinstitute.com These myths appear to be propagated principally by journalists, none of …

Annuity Myths Read More »