What a Million Dollar Retirement Really Buys
Think a million dollars guarantees an easy retirement? See what a $1M portfolio really buys today, how far it goes in real life, and why your plan matters more than the number.
December 1, 2025
Tag: Reducing Risk
Uncategorized
How to Create A Risk-Free Investment Strategy.
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
November 13, 2023
Uncategorized
Bad Financial Behavior and How to Avoid It!
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.
October 20, 2023
Annuities
How Can You Make Your Retirement Money Last?
Making your retirement nest-egg last through retirement isn’t easy. Company pension plans have all but disappeared, which means it’s now up to you to be your own actuary. Unfortunately, it’s not something many are equipped to do.
May 4, 2023
Annuities
Two Interesting Investment Strategies – But No Free Lunch.
No investment strategy is without some kind of risk; but, I think this comes close. Take a look:
June 20, 2022
Investing
Planning Retirement? Think Hard. Stuff Happens.
Remember 1966? What if you retired then? Would it have made a difference if you retired in 1967 instead? Can you time retirement? If not, how do you reduce your risk when there’s no time to rebuild all over again?
March 28, 2022
IFG Viewpoint & Outlook
The Investment Model And It’s Amazing Hidden Powers.
Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.
May 18, 2020
IFG Viewpoint & Outlook
Would You Build A House Without a Blueprint?
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
May 4, 2020
Annuities
How Social Security and Pensions Might Impact How You Arrange Your Nest-Egg.
If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.
April 30, 2020
Life Insurance
How Can You Manage Your Inheritance?
Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!
October 21, 2019