Blog

Attention: Upcoming Educational Event on September 8th on How To MAXIMIZE Your Social Security Income

Posted by Joseph Lucey on Aug 25, 2016 6:00:00 AM

We wanted to give you a quick heads up on something. If you haven’t already heard the news, we are doing an exclusive educational event on “How to MAXIMIZE Your Social Security Income”. This is a topic that our clients have expressed quite a bit of interest in lately and we feel it could be of tremendous benefit to you and your spouse as well.

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Topics: social security

Independence Day

Posted by Dale Decker on Jun 15, 2016 8:21:47 AM

Congress voted to draft the Declaration of Independence on July 2nd, 1776 they asked Thomas Jefferson to write the document. It was revised, approved and signed 2 days later on July 4th. At the time, there was some debate about whether July 2nd or the 4th would be considered the anniversary of American independence.

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Topics: Independence Day

The Greatest

Posted by Dale Decker on Jun 10, 2016 11:08:22 AM

 

I was trying to describe the legend of Muhammad Ali to my sons. I explained boxing’s popularity through the 80’s and that this combined with Ali’s skill, wit and charisma made him a larger than life character for generations.

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Topics: retirement planning

The Legacy of Memorial Day Started in 1868

Posted by Dale Decker on May 25, 2016 1:08:50 PM

Memorial Day originated as Decoration Day and separate holidays in the northern and southern United States to honor and decorate the graves of fallen soldiers after the civil war, beginning in 1868.   

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Topics: Memorial Day

High School Reunions

Posted by Dale Decker on May 23, 2016 4:19:45 PM

High school sweethearts Bob and Sue stopped to eat on the journey to their 40th class reunion.  After dining, about an hour down the road, Sue told Bob that they must return to the restaurant to retrieve her forgotten glasses. Bob made the U-turn and grumbled mightily all the way back on the return trip. Once parked in front of the restaurant, Sue exited the car. Bob then shouted, “while you’re in there you might as well ask for my wallet and credit cards too”.  

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Topics: financial advisor, retirement planning

What do Sean Connery, Phoebe Cates, Gene Hackman, Roger Moore and Victoria Principal have in common?

Posted by Dale Decker on May 13, 2016 9:22:00 AM

These five remarkable stars are not starring in a sequel to the Big Chill, though that could be a legitimate guess. These five stars are retired from show business if there is such a thing. 

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Topics: financial advisor

It’s Baseball Season. Time for Some Analogies and Clichés

Posted by Dale Decker on May 3, 2016 3:00:32 PM

Baseball resembles financial planning more than any other sport.  Teams typically approach contests with a game plan based on their personnel, the ball park they are playing in, weather conditions, pitching match-ups and the opposition. Team managers, pay attention to the conditions and plan accordingly to create a successful outcome in each ball game.  

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Topics: retirement planning

Rock and Roll Heaven

Posted by Dale Decker on Apr 25, 2016 3:13:21 PM

The Righteous Brothers recorded Rock and Roll Heaven in 1974. An ode to musicians past, the song referenced the passing of Jimi Hendrix, Otis Redding, Janis Joplin and more. The song has been rewritten since to include Elvis, John Lennon, Marvin Gaye and others. In 2016, it seems another re –write is due to include David Bowie, Glen Frey and now Prince.

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Topics: financial advisor

Planning for a Longer Trip-Life Expectancy

Posted by Dale Decker on Apr 13, 2016 8:05:52 AM

Packing for a weekend trip is easy. It only requires two changes of clothing, cosmetics and sundries, and you’re on your way. When travelling for a week or more, packing becomes more complex. How do you anticipate what you may want to wear seven days from now? The longer journey requires careful planning.   

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Topics: social security

Social Security Changes and Terminology

Posted by Dale Decker on Mar 24, 2016 9:50:04 AM

This past Saturday, Joe Lucey and Derek Fautsch talked about retirement planning and Social Security on Secured Retirement Radio.

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Topics: social security