My Trial Retirement Update
Here's a quick update on my trial retirement. Give it a quick read to learn the lessons I've been learning!
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Category: Financial Planning
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TINA is back…
I first wrote about There is No Alternative (TINA) a few years ago. It's a major reason why the market just seems to keep moving up. But are there alternatives?
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Your Financial Bunker: Life Insurance
Explain life insurance to clients like this: it is your financial bunker that can provide safety during difficult financial times. It can even have flexibility!
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I'm Going to Work Until I Die
"Work for pay" is a common source of income for many retirement plans, but let me share the facts behind this suboptimal strategy.
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Simplify Prospects’ Perspectives
Always maintain the simplest perspective possible to perfect your presentation. Doing so will ensure prospects understand the value in what you're saying.
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Cracking the Retirement Income Code: “Hello to Close with Confidence”
In this post, Curtis Cloke contributes content to teach advisors and agents the importance of adapting their retirement-planning toolbox to changing times.
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Retirement Reform and World Economies
Reform is coming. Government programs won’t be able to continue their course because of the economic climates of the world. Here’s what they’re considering.
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Don’t Let Taxes Ruin Retirement
Whether your clients expect a tax refund or have to pay, you need to show them how proper tax planning pays off.
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How to Change One of Retirement’s Largest Assets into Income
Social Security is probably the largest retirement asset for most people, but the equity in a home can be just as large. Use home equity wisely!
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If I Was Your Coach
Why do professional athletes have coaches? They can help the players prepare a game plan. Before each appointment, you need to get your head in the game!
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