Helping Hard Working Americans Worry Less About Money®
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)
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)
