Changes to Social Security for 2017
Change is the law of life. And those who look only to the past or present are sure to miss out in the future. —John F. Kennedy Much can be said about the need for change. Change paves the road… (Read more)
Podcast Episodes
Is Any Upside In The Market… Worth The Downside Risk?
Back in 2008, when the Dow hit a 12 year low Americans lost trillions of dollars in wealth. Such an immediate loss was a painful punch in the gut for every American invested in the stock market. Many lost everything… (Read more)
Cash Doesn’t Equal Security
Are you hard wired for risk or for security? Does taking chances in the stock market and potentially suffering a crippling financial hit, like millions of Americans did back in 2008, keep you awake at night? This week on the… (Read more)
Taxes After Retirement
At this time of year, taxes are what’s on everybody’s mind. And rightly so for current and future retirees because taxes don’t just magically stop after work. In fact, taxes may become much more complicated and involved than they were… (Read more)
Another Black Eye For Social Security: why you need to take matters into your own hands
Since you’ve been working, a percentage of your earnings have been going to social security. Unfortunately, during the process, many people have found the claiming and filing process increasingly complicated and difficult to navigate due the the thousands of possible… (Read more)
Overpaying Taxes: The Biggest Mistake Retirees Make
One of the biggest and most expensive mistakes retirees make, is overpaying taxes. Thousands of people are overpaying because of lack of planning for retirement and when to file for Social Security benefits. This week on the David Lukas Show,… (Read more)
What Women Need to Know About Retirement…
In a society where women tend to live longer than men, knowing how to best plan for longevity in retirement is becoming increasingly more important. In fact, because so many women are outliving their spouses, they’re contending with the issue… (Read more)
Inflation: The Silent Killer of Your Retirement
We live in a dollar dominated society. What we get, for how much, is one hundred percent dependant on the rate of inflation. What does inflation mean to you in retirement? What will it? Nationally the Annual Inflation Rate (AIR)… (Read more)
Are You In The Business Of Risk?
If you look at what happened with the stock market, over the last eight years, you could venture to say that it’s been quite a ride! The Market bottomed out in early March 2009 and then it came roaring back… (Read more)
The Five Most Common Retirement Assumptions That Could Cost You…
Everyday retirees are making assumptions that are or could be costing them thousands of dollars in unnecessary fees and market losses. In fact, too many retirees assume entirely too much when it comes to their retirement savings and accounts. If… (Read more)
