Safe 4 Retirement

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Fidelity Study Estimates That Retired Couples Will Need $240K For Medical Costs

The headlines of the recent Fidelity study are sobering: Fidelity® Estimates Couples Retiring In 2012 Will Need $240,000 To Pay Medical Expenses Throughout Retirement : Households Relying on Social Security Benefits to Cover These Costs Should Expect Medical Bills to Consume 61 Percent of their Social Security Payments by 2027 The good news is that this … [Read More...]

Adult Children & Advisors: Be Aware of Danger Signs for Elderly Investors!

One of the major parts of my speaking engagements focuses on how the adult children of retirees and pre-retirees need to speak with their parents earlier, rather than later, about retirement and the need to address financial and life matters. It's often viewed as a difficult discussion to have and that's why most of us put it off until it's too late. We all end up … [Read More...]

Open Letter to Financial Advisors: Who Do You Want to Be to Your Clients?

To all the financial advisors and professionals I've met and have yet to meet, Over the years, I’ve spoken to thousands of investors and financial advisors. When I ask both groups about how clients chose their advisors, they both agree on an answer: referrals! Clearly the number one method of finding the right financial advisor begins with a referral from a … [Read More...]