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Massive Makeover!

What about this “massive makeover”? It simply means I’m no longer just a purveyor of all things investment/insurance, e.g. mutual funds, annuities, stocks, insurance etc They have all become low cost commodities, available everywhere and...

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Retirement Income 8 Ways

The old saying 'money can't buy happiness' is not necessarily true. My contention is that money can absolutely contribute to a higher quality of life, which in turn can contribute to a higher level of happiness. And at no time in our lives is this more important than...

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Ruth, My Mentor

I write this letter today struggling with sadness, for we have lost a beloved member of our family. Dear, sweet Ruth, my friend, my client, my mentor, recently left us for another place after 90 years of gracing us with her presence. I met Ruth in 1983, all 4 feet ten...

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A Man is Not A Financial Plan

Do not rely on the man in your life, or the future man, to provide your financial security. With the deck stacked against you in so many ways, you must form your own plan. For the litany of challenges you face, look at what the statistics say. *On average women earn...

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Beware, The Annuity Salesman Cometh

Beware, The Annuity Salesman Cometh

Be on guard, for the annuity salesman cometh, and he/she is poised to take advantage of you, your lack of knowledge, and yes, even your fears. This breed of salesperson is most often seen at luncheon and dinner seminars, which are marketed heavily to retirees, for...

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Widowed, Ripped Off, and Alone

Widowed, Ripped Off, and Alone

She’s an intelligent woman, seemingly well to do and living in a high rise condo in Florida. Retired, active lifestyle, involved in many activities with her friends, giving of herself to her community, church, and local charities. She did everything right, at least...

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Contact

888 320-9624

steve@retirelifeplan.com