Helping Savers Worry Less About Money®
Playing the stock market can be…tricky. And just as stock buy in/out prices can go up and down, so can the profits. TRUTH: Money’s being made whether you are or not. So who’s profiting on your investments? The answer should… (Read more)
When it comes to life insurance, there are many differences of opinion. The people in the business of selling life insurance love it, of course. And the financial planning industry, the people who want you to put your money in… (Read more)
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)
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)
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)
“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)
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)
– 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)
