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Jan 14, 2022

 Kevin talks about his 6 pillars for a successful retirement and how he can help you create the retirement you've dreamed about. The good news Kevin can help you with this process because everything is under one roof!

1) Income Planning

2)Assent Planning

3)Tax Planning

4)Healthcare Planning

5)Legacy Planning


Jan 7, 2022

Kiplinger’s surveyed hundreds of retirees and near-retirees to ask them about their biggest financial fears.  Kevin talks about the big disconnect with 71% admit they need help with 29% of Americans are working with an advisor. 

Dec 31, 2021

Stocks have been hitting record highs in recent weeks, but one strategist worries that prices are too high.  Julian Emanual tells CNBC the market is starting to mimic the conditions of when the dot-com bubble burst and he believes we could be in for a 10-to-20 percent correction! Is this a reason for concern, or do...

Dec 24, 2021

We’ve talked about the importance of reducing risk and developing income in retirement.  An article in Smart Asset suggests that annuities, not bonds is a better way to do both. True or False? 

Then, hear Kevin talk about the psychological benefit of having dependable income giving the retiree the license to spend and...

Dec 17, 2021

Blackrock CEO Larry Fink tells CNBC that record-low interest rates are a major problem for those of us trying to save for retirement. Are these low rates going to force some of us change our retirement plans? 

Then, inflation has been a hot topic in recent months, but Market Watch says – if you’re planning for...