Archive for February 4th, 2013

Retirement Income Planning Specialist Orlando

Regardless of the direction the stock market and interest rates take in the future, it’s important to have an advisor you can count on to give you the news straight and look after your best interests. That advisor is Matt Chancey, Certified Financial Planner and registered investment advisor in Orlando, FL.   Matt is also [...]


Thinking About Delaying Retirement?

Think the solution to your retirement savings problem is to just work longer? Most Americans do, and it is one way to go. But what if you lose your job close to retirement, or are injured? Andrea Coombes from MarketWatch says you need a back-up plan to help ease the transition.   I have written [...]


Weiss Ratings Upgrades 12 Life Insurance Companies

Weiss Ratings, one of the nation’s leading independent providers of bank, credit union, and insurance company ratings, recently upgraded the financial strength of 12 life and annuity insurance companies.  At the same time, they downgraded the ratings of 10 insurance companies.  The changes were based on an analysis of each company’s third quarter 2012 results. [...]


4 Simple Steps to Help Retirement Planning Process

Trying to figure out the right time to retire is the first of many crucial steps one has to make in life.  The next is how to create the complete retirement plan to live comfortably in retirement.  With so many decisions to be made and numerous options out there, where does one begin to start?   [...]


American Baby Boomers Burn Their Retirement Plans

Journalist Tom Brokaw coined the term, “The Greatest Generation” describing the generation of Americans that grew up during the Great Depression, went to fight in World War II, and helped forge American into what it is today.  It was this same generation who, for the most part, worked for the same company for the majority [...]


10 Secrets That 401(k) Plans Do NOT Want You To Know

If you have read the book, “Savior Retirement“, then you have already been warned of the major flaws that 401(k) plans have in regards to retirement income.  Americans have been fooled into believing that 401(k)’s will be sufficient enough to last them through retirement, and unfortunately the first wave of 401(k) owners hitting retirement are [...]


Digital Marketing & The Advisor

The days of the Newsletter, Mailer, and Newspaper Ad are passing by us.  They are becoming irrelevant and reducing in response rate.  Consumers are not opening their mail often, but they are checking email up to the minute.  The newspaper is also becoming a fading source of information, and migrating primarily onto the internet.   [...]