Are you a Financial Advisor? Do you blog about investing? Why you must STOP!

October 13, 2014 by Miji Pearse | Leave a Comment

Why You Should Stop Blogging About Investing Blogs are an excellent tool to connect directly to your clients. But don’t write about investing; it’s monotonous and BORING to say the least!! Here, Megan Elliot tells you WHY and provides you with other options. We’d love to hear from you. Tell us what you think about Megan’s stop-blogging-about-investment points… Leave your Read More >>

Categories: Advanced Retirement Planning, Basic Retirement Planning, Financial Advisors, Retirement News, Torrid Tech Talk
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Melody Juge Explains Why General Calculations for Solid Retirement Planning Isn’t Enough

October 13, 2014 by Miji Pearse | Leave a Comment

Find out why Melody Juge, managing director at Life Income Management, tells us that “… knowing what your living expenses are in general isn’t enough” IN –> 9 key criteria for creating a sound retirement plan http://www.marketwatch.com/story/9-key-criteria-for-creating-a-sound-retirement-plan-2014-10-03 Do you agree with Melody? How do you calculate your living costs AND plan for potential unforeseen ancillary expenses?  

Categories: Advanced Retirement Planning, Basic Retirement Planning, Business Advice, Pensions or Defined Benefits, Social Security
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Can your Home help you with Retirement?

October 06, 2014 by Tim Turner | Leave a Comment

We get emails and calls all the time from people asking whether their home can be used to help with retirement… Specifically you have several options: – selling your home and downsizing to a smaller place, possibly in a state with no income taxes – getting a reverse mortgage that you can use to help ends meet in retirement; this Read More >>

Categories: Basic Retirement Planning
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Is the Government Planning a Power Grab on YOUR Retirement Accounts?

September 26, 2014 by Miji Pearse | Leave a Comment

Marietta, GA, September 24, 2014 – During a recent hearing on Capitol Hill with the Senate Finance Committee, the old rumors and fears of taxing retirement accounts were reborn. According to the hearing information released from the Senate Committee on Finance, Chairman, Ron Wyden (D-Ore), who wants retirement savings on the tax reform agenda, used a recent Governmental Accountability Office, Read More >>

Categories: Advanced Retirement Planning, Basic Retirement Planning, Press Releases, Retirement News, Social Security
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I Got a Phone Call…

September 16, 2014 by Tim Turner | Leave a Comment

I got another phone call from an advisor recently… It’s typical.  Not sure you want all the gory details. He called and said he had heard about our software and was thinking about getting it.  I asked him “What are you using now?” He said he was using a tool called (BLEEPED)  (I don’t want them to try to sue Read More >>

Categories: Basic Retirement Planning, Torrid Tech Talk
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