Posts tagged "retirement investing"


Does Your Financial Advisor Have It All Wrong about Retirement Investing?

What Training does your advisor have in Retirement Financial Planing? First, let’s review the basics of what your financial advisor knows about retirement investing or simply investing in general. It is not required that a financial advisor have a college education or even a high school education.  To be a financial advisor, one must only pass the series 7 exam […]


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Posted by bobrichards - December 8, 2014 at 5:19 am

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Retirement Investing Dilemma Solved

Retirement Investing Dilemma

There’s a terrible problem in retirement investing that concerns how much risk you should take with your retirement funds. It’s a seemingly unsolvable financial conundrum of investing in retirement. Let’s take a closer look. On the one hand, you’d like to put all your retirement funds in the bank and keep it safe and secure in FDIC insured accounts. The issue is you will only […]


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Posted by bobrichards - May 2, 2012 at 2:07 am

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A fixed Term SPIA Makes Great Retirement Financial Sense

A guaranteed revenue may lower your retirement financial pressure and allow you a less-panicked strategy to retirement investing. Without any pension, you may be relying on Social Security as the solely guaranteed retirement income stream. Buying a life annuity may assure that additional revenue and makes excellent retirement financial sense in case your assets are modest and you need the […]


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Posted by bobrichards - December 1, 2011 at 8:46 am

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