Social Security: We Have Good News And Bad News

Ok, so what do you want to hear first, the good news, or the bad news? Perhaps you are already anticipating what that news is:  Social Security still exists - but it isn't fully funded for much longer. You may have heard the projection that after 2033 benefits would not be fully paid. Sounds like [...]

By | August 22nd, 2013|Uncategorized|

Retirement Income: The Key To Happiness!

Wouldn't winning the lottery be an awesome way to begin retirement! Hmmm, maybe not so much. We often hear about lottery winners, professional athletes, and entertainers who win or make a lot of money quickly, burning through it and becoming broke! Interestingly, I have not found that those with the largest pile of money at [...]

By | June 3rd, 2013|Uncategorized|

Estate Planning Issues: Beneficiary Designations

When you meet with a professional estate planning attorney very careful attention is given to the wording of your Will, Trust and Powers of Attorney, and appropriately so! However, for many “boomers” the estate provisions for a majority of their assets are now controlled by beneficiary designations. Remember such designations in a 401k, IRA, Annuity, [...]

By | May 1st, 2013|Uncategorized|

New Year ‘stock market’ Predictions

With a new year comes New Year’s resolutions and abundant stock market predictions!   Just for fun, google “stock market prognosticators.”  Please – only for some humor!  It seems our old Magic 8 Ball and Ouija Board have been replaced by stock market “talking heads.”  While the explanations given of why the market will do what [...]

By | January 3rd, 2013|Uncategorized|