Everything Retirement (Planning)

Send us Fan Mail There is a way to put additional money into a Roth 401k.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Mem...

Send us Fan Mail Let's drop the confusing terminology and use a qualitative approach. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Br...

Send us Fan Mail It's important to understand how much social security income is taxed. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered...

Send us Fan Mail If you're researching financial advisors, it's important to find one that helps your type. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Rese...

Send us Fan Mail Here are the current issues that you need to know know about. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer,...

Send us Fan Mail It can be a dilemma on what's best option, do you stay in home (sell) or rent? Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a reg...

Send us Fan Mail Financial advisor do get paid for their services, however it's important the client understands how. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment...

Send us Fan Mail 60% of parents are supporting adult children, according to Pew research.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Br...

Send us Fan Mail The client's interest comes first and it's imperative to understand what a fiduciary is. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Resear...

Send us Fan Mail Social security has it's issues and it might make good sense to prepare for retirement and have a plan and know what social security means to you. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. S...

Send us Fan Mail What are you looking for in a client-advisor relationship? What's important to you? Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc.,...

Send us Fan Mail Life insurance is a financial product that can be a solution for a life and financial goals. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, In...

Send us Fan Mail Retirement is all about income, that's the whole reason to save. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker...

Send us Fan Mail Having a written will may be a wise chose based off your goals (after death). Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registere...

Send us Fan Mail Saving is a great thing for retirement however you need to know the limits on how much you can contribute. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investmen...

Send us Fan Mail This is a question that I'd think most people will need to ask, eventually.  Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a regis...

Send us Fan Mail Retiring early might sound like the thing to do but you need to understand what that means when it comes to cost Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Inv...

Send us Fan Mail What's going on that we need to know about? Let's stay tuned into the world so we can be prepared to adjust a retirement plan, if needed. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Secur...

Send us Fan Mail If you're experiencing a divorce and know someone who is, avoid these costly mistakes. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc...

Send us Fan Mail If you think you're better going it alone on retirement planning, think again. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a reg...

Send us Fan Mail To many people simply ignore that fact that they have a 401k with their previous employer. What should they do with it? Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambri...

Send us Fan Mail Everyone needs to understand that you need to prepare for healthcare in retirement. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a reg...

Send us Fan Mail We need to plan for retirement income for potentially 30 years, maybe longer.  That means you need to withdraw a certain percent from your retirement assets. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisi...

Send us Fan Mail The Roth IRA is a tax-deferred account that can be used for long-term goals such as retirement. Let's get to know it. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cam...

Send us Fan Mail At some point either yourself or someone close to you will have diminishing mental capacity. This becomes very challenging to manage the day to day financial obligations. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important inve...