Helping Hard Working Americans Worry Less About Money®
– Fifth in the ED Series – When it comes to financial advisors’ and retirement specialists’ overall feelings about annuities, there will undoubtedly be differences of opinion. Just as many FAs dislike and refuse to recommend annuities for their clients,… (Read more)
This week, on the David Lukas Show, David brings to light the murky issue of all the undisclosed fees that you are most likely paying on your retirement investments. According to the article “The Retirement Risks We All Share”, found… (Read more)
The Silver Tsunami is coming! In fact, it’s inevitable. Baby Boomers are set to soon be retiring in record numbers and if you are one of them, now is the time to put a plan in place to ensure that… (Read more)
“An educated citizenry is a vital requisite for our survival as a free people.” —Thomas Jefferson Retirement is like everything else in life—worth enjoying! So how should everyone best enjoy retirement? Worry free of course! This week on the David… (Read more)
– Fourth in the ED Series – “The tyranny of compounding costs overcomes the miracle of compounding interest.” ―John Bogle, of Vanguard Every year, we Americans, en masse, participate in fee heavy investment accounts without having any idea of how they work. Few current… (Read more)
– Third in the Ed Series – Trust noun \ˈtrəst\ : belief that someone or something is reliable, good, honest, effective, etc. : an arrangement in which someone’s property or money is legally held or managed by someone else or… (Read more)
– Second in the Annuities ED Series – It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning. —… (Read more)
– First in the Annuities ED Series – THE DEFINITION OF RISK is the chance that an investment’s actual return will be different than expected. Risk includes the possibility of losing some or all of the original investment. Different versions of… (Read more)
When it comes to your retirement planning, are you a saver an investor or a speculator? Can you differentiate between the three? If you can, great! If you can’t, you’re not alone. Just as with shoes, retirement plans are not… (Read more)
On this week’s all new installment of the David Lukas Show, David and Zack talk about how, with careful planning, you can reap the benefits of guaranteed income for life. And because David Lukas Financial is dedicated to helping savers worry… (Read more)
