Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Articles

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the-amount-of-life-insurance-one-needs

Why Your Life Insurance Probably Is Wrong

November 1, 1997

Most of you have either too much or too little life insurance. It’s not your fault. Ask 10 financial professionals to estimate your life insurance needs, and you’ll probably get 10 different answers. But insurance premiums are too expensive for you to be buying excess insurance, and life insurance is too important for you not […]

investing-retirement-income

Your Annuity Or Someone Else’s?

November 1, 1997

It is one of the toughest decisions you face on the road toward retirement or in retirement. Once made, the decision can’t be changed. Your choice can alter your retirement income by 10% or more – every month for the rest of your life. I’m talking about the choice of how to take regular payments […]

housing-options-for-seniors

Housing Options For Seniors

November 1, 1997

My parents have reached the point where they are tired of keeping up their big house. They are thinking of downsizing, and are looking at other housing options. They’ve learned that in what is called the senior housing market, there are many options, some of which didn’t exist just a few years ago. The trick […]

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