Sometimes to Get Ahead You Have to Look Back

Sir John Templeton, creator of the Templeton Growth Ltd. fund, was a pioneer in both investments and philanthropy. In the 1950s, he provided advice on how to invest worldwide when Americans rarely considered foreign investments.   Much of what he espoused more than a half-century ago remains just as valid today. Here are some of…

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“Cyber Crime” What You Should Know

If you’re not a technology wonk, you may not realize the Internet and the Worldwide Web are actually two different things. The Internet is a global system of interconnected computer networks. The Worldwide Web is a system of interlinked hypertext documents we access using the Internet. Regardless, the two terms have become almost interchangeable.  …

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Where is the Best Place to Retire?

It all depends on you. Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations of Americans. There is a lot to consider before you decide where to live during retirement: your savings and investments, monthly income, family, friends, legacy, work options, weather, interests, health, and a…

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Retirement Income

Here’s a million dollar question: How will you transform your savings into income that will last throughout your retirement?1 There are probably as many answers to that question as there are retirees. However, all retirees may rely on some of the same income sources and strategies. For instance, we all hope Social Security benefits will…

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To Retire With Confidence, You Need A Plan!

If you want to retire with confidence, you need a plan.   As you near retirement age or even within a decade or so, it is time to start doing some serious financial planning. Retiring with confidence is to develop a plan that makes sense for you and then, here’s the hard part…executing it.  Once…

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