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Realistic Retirement Planning

The Better Letter

Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Thanks for reading. They each have good and fulfilling careers.

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics.

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Should you die and go to hell before selling an annuity?

Sara Grillo

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.