We all just enjoyed another birthday for our great nation, most likely with some form of fireworks to compliment the celebration. As I was looking up at the exploding, multicolored exhibition, I thought to myself: “This is a pretty strange tradition. Where the heck did this start” The man behind the idea for fireworks to […]
Who Killed the Fiduciary Investor Protection Rule?
Read my special report entitled: “Is Your Financial Advisor a Fiduciary” The investor protection rule, known as the “DOL Fiduciary Rule”, which requires by law that financial professionals always put their clients’ interests ahead of their own has died. Banks and brokerage houses won, while independent financial advisors and individual retirement investors lost. In April 2016, […]
Many things that you have never thought about before now become critical during retirement. Not only for your comfort, but your survival as well. Tune in this week as Keith unveils the top 10 secrets that you will need to know in order to retire comfortably and stress free!
Every generation likes to think that they had it worse and the “good old days” were when they were kids. Most of us baby boomers, who are now retirement investors, consider millennials entitled and think they should shut up, grow up and start making some money without complaining. On the other hand, millennials say their […]
How to Protect Your Portfolio From the Next Bear Market
This 9-year bull market has created more millionaires than ever, making today’s boomers wealthier than any previous generation. But with the reward of the market comes a lot of risk. So how are you protecting your portfolio from the next bear market? This week, Keith unveils the specific strategies you will want to implement now to help […]
We all have our beliefs on what retirement should look like. Unfortunately there are so many ways to look at the same statistic, it is nearly impossible to separate myth from real world. That simply will not do as we all need certainty when it comes to retiring successfully. Tune in this week as Keith digs deep […]
Is this the Best of Times for Investors …or the End of Times?
Word on the street especially among retirement investors is that it doesn’t get any better than this. With unemployment at a meager 3.8%, GDP growth approaching 4% and corporate earnings through the roof, that is hard to argue against. However, it’s my job to check under the bed for monsters, because we have been here […]
The 11-Point Checklist to Get Into & Stay Retired In Style
Have you ever wondered how to plan accordingly to ensure comfort while retired? To do this, you need an advanced education and some basic planning. Tune in this week as Keith outline’s an 11-point checklist that will tell you whether you are on track to retire in the style and comfort you have always hoped […]
If you have a “fee Based” account at Merrill Lynch, Wells Fargo, Fidelity, Charles Schwab, Morgan Stanley, TD Ameritrade, Edward Jones or any other brokerage firm, large or small, your advisor is probably NOT a fiduciary!
6 Things You Don’t Know About Retirement, But Need To!
Some things are common sense when it comes to retirement planning, while others need to better understood. Tune in this week as Keith explains the 6 things you don’t know about retirement, but need to in order to retire in comfort and style.