Sep 28 – In an extreme low-interest rate world, Social Security benefits have become one of the main sources of dependable income. However, many retirees are not maximizing their benefits, often taking money early and forgoing larger payouts...
Mar 23 – This week Jim and John ask if you are really prepared to retire. The aging baby boomers are bombarded daily with television ads for retirement, making it look easy. Jim stresses that many baby boomers could be...
This week on the Lifetime Income Series, Jim is joined by John Loeffler to discuss what are likely your three most important financial decisions; planning for a home, college expenses and retirement.
Jan 7 – The Lifetime Income Series will now be featured on Mondays. In this week's edition, Jim looks at some specific strategies for retirement planning under the new reality of "Obamanomics". In addition, Jim interviews Dr. Drew Collins...
