Retirement & Freedom

Our Retirement & Freedom category lists all the relevant blogs and bench talks that deal with helping retirees make wise decisions among all the competing priorities they face. Whether it’s dealing with maintaining your nest egg, preserving your investments, understanding annuities, or even helping you achieve your retirement goals, we’ve got you covered.

We’re dedicated to maintaining a strong list of blogs and bench talks so that you can expand your financial knowledge in retirement.

Insurance & Annuities Investing & Market Commentaries Retirement & Freedom

November 24, 2020

The True “Crash Proof” Retirement

"Crash Proof" Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is…

Scott Sommers

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Investing & Market Commentaries Preparing For Retirement Retirement & Freedom

November 2, 2020

What Happens to a 401k After You Quit Your Job?

You may be asking yourself, "what happens to my 401k when I quit my job?"…

Greg Welborn

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Pension options give you plan choices for how you want to receive your benefit with common pension payment options as monthly distributions or lump sum payments.

Financial Planning Preparing For Retirement Retirement & Freedom

August 31, 2020

Which Pension Option Should You Choose

Which Pension Option Should You Choose If you have a pension and are retiring or…

Greg Welborn

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Bench Talk Financial Planning Preparing For Retirement Retirement & Freedom

June 17, 2020

Avoid Running Out Of Money

How To Avoid Running Out Of Money Life is full of things to worry about,…

Greg Welborn

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Families & Professionals Financial Planning Preparing For Retirement Retirement & Freedom

May 5, 2020

How To Attain Real Wealth

Real Wealth There’s a lot of talk about wealth – how to create it, grow…

Greg Welborn

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man gives hand shake to trust financial advisor

Families & Professionals Financial Planning Preparing For Retirement Retirement & Freedom

April 15, 2020

Can You Trust Your Financial Advisor?

Who Can You Really Trust? Life is getting busier and more complicated, so it’s not…

Greg Welborn

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Bench Talk Families & Professionals Investing & Market Commentaries Retirement & Freedom

March 18, 2020

Covid-19 Market Update

Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…

Greg Welborn

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Families & Professionals Financial Planning Preparing For Retirement Retirement & Freedom

February 26, 2020

Working With a Financial Planner

Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture…

Linda Neuenburg

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Bench Talk Families & Professionals Investing & Market Commentaries Preparing For Retirement Retirement & Freedom

January 24, 2020

Best Financial Investments in 2020

What were the best financial investments in 2019? This is the question that many people…

Greg Welborn

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piggy bank depicting running out of money in retirement

Financial Planning Preparing For Retirement Retirement & Freedom

November 14, 2019

How To Avoid Running Out of Money In Retirement

Avoid Running Out of Money In Retirement Life is full of things to worry about,…

Greg Welborn

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Retirement & Freedom

The True “Crash Proof” Retirement

What Happens to a 401k After You Quit Your Job?

Which Pension Option Should You Choose

Avoid Running Out Of Money

How To Attain Real Wealth

Can You Trust Your Financial Advisor?

Covid-19 Market Update

Working With a Financial Planner

Best Financial Investments in 2020

How To Avoid Running Out of Money In Retirement

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