News from Mike

How to Retire and Aim for the Same Standard of Living

I recently read an article that said retirees need 70% or more of their pre-retirement income to feel confident and enjoy their retirement years. Unfortunately, only about 25% of Americans are at that level, and many see a decline in their standard of living in retirement.   What can you do to better your situation…

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Budget Better than a 3 Year Old

I recently discovered that the government intends to hire 87,000 more IRS employees.   There are about 700 billionaires in the United States. Since 87,000 is clearly larger than 700, I think we can safely assume that those 87,000 IRS employees will pester the rich. In high school and middle school, we studied the American…

The Power of Zero

Today we’re going to talk about a topic that I call the power of zero. If you’ve ever talked to an investment advisor, you’ve probably heard them tell you that they’re going to help you get a higher return with less risk. The focus is on getting a higher return, and that’s the end of…

American’s Retirement Crisis

“America’s $7 Trillion Retirement Crisis is Only Getting Worse.”   This is the ominous-sounding headline from a recent Bloomberg article. The sub-headline continues, “Economic turmoil took a toll on savings in the first half of 2022 and that’s just the tip of the iceberg as many in the US lack employer sponsored plans.” As more…

How Fear Can Hurt Your Retirement

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Learn From My Retirement Failure

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

Retiring in 2023: You Need a Real Plan

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Get More From Your Social Security

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

Why Retiring is Harder Than Ever

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

How to Retire on a 100k Annual Income

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

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