Category: Retirement Planning

Greg Welborn

How To Design Your Investment Portfolio

Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish long-term goals?  This is a critical question that too often

retirement graph with the words the retirement savings crisis
First Financial Consulting

The Retirement Savings Crisis

There is no sugar-coated way to say this: we have a retirement savings crisis on our hands. Reports from a variety of reliable sources indicate

retiree contemplating the retirement crisis
Greg Welborn

The Retirement Crisis We Face

America’s Retirement Crisis Americans are currently facing a serious retirement crisis. While many retirees have a general sense that they have saved enough money for

Greg Welborn

Retirement Income Strategies

Let’s face it; the changing social security, healthcare and investment landscapes make retirement planning more challenging than ever. Here is a walk-through of some of

Scott Sommers

Bench Talk: Yogi Berra & Retirement Questions

https://player.vimeo.com/video/153064016The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement,

Greg Welborn

Obama to Propose Expanding Retirement Plans

Expanding Retirement Plans? In response to today’s news about President Obama’s expansion of retirement plans, our partner, Greg Welborn wrote an immediate response on how

Understanding Annuities Guide

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