Helping Hard Working Americans Worry Less About Money®
It is historically evident that the stock market experiences a major correction every 7-8 years. They don’t call it The Seven Year Itch for nothing. Armed with this information, why would you put your hard earned retirement funds at risk,… (Read more)
Are you ready for retirement? Have you saved the sufficient funds now needed to enjoy life after work? If you have, you’re ahead of the game. If you haven’t, there are options available to you that will secure a well-deserved retirement… (Read more)
In the game of retirement planning, are you winning? Do you trust your financial or retirement rep’s best interests in planning your future? If you answered yes to both of these questions, you’re ahead of the game. If not, then… (Read more)
Retirement can be tricky. And making mistakes in planning your retirement—or worst yet a complete lack of planning—can be devastating. Too many Americans are currently, and unknowingly, putting too much of their retirement hopes, dreams, and funds straight into the… (Read more)
It’s no secret that money makes the world go round. But what the Financial Industry and Wall Street don’t want you to know is exactly how much they’re making off of your money (investments). That is why most of Wall Streets… (Read more)
On this week’s episode of the David Lukas Show, David and Zach talk about how easy it is for investors to simplify their financial plan—allowing them to truly retire WorryFree®. According to David and Zach, financial simplicity offers peace of… (Read more)
This week on the David Lukas Show, David speaks candidly about how important it is to know the steps and planning needed to start saving smart in the first half (the accumulation phase) of your financial life. Because savers truly… (Read more)
“When you read about the debates, and people who talk in absolutes that annuities are terrible or the greatest thing, they’re really neither. There’s no such thing as an all-bad or all-good investment. You have to look at your overall… (Read more)
– 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)
