Tag: baby boomers

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...

Fear and Loathing of the Stock Market

Unfortunately for most people when it comes to the stock market, they can’t live with it and can’t live without it.  With interest rates so...

New Social Security Rules Throw Baby Boomers a Curve Ball!

UPDATE ON SOCIAL SECURITY!  Here is a Summary of some of the new Social Security rules!  For many going forward this will kill the double...

One Critical Expense Most Financial Plans Don’t Address

Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...

Your Social Security Benefits May Be Changing Dramatically!

As they said in the movie Jurassic Park as they went on the first dinosaur ride “hold on to your butts!” As part of the...

Double Dip or Triple Dip into Social Security

We are not talking about ice cream here but it does sound good, doesn’t it?  These Social Security strategies, however, could ultimately buy you a lot...

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