Providing personalized investment services to those intent on enjoying a secure retirement.

Tag: retirement

August 9, 2014 – Social Security and Market Perspective

By on August 11, 2014 in Radio Show with 0 Comments

Chris is off visiting colleges with his oldest son this week, so please enjoy a repeat of this episode of Something More. Chris offers market perspective in light of recent downturns. He also welcomes Kurt Czarnowski of Czarnowski Consulting, who offers a wealth of information on Social Security. Even if you heard the show the […]

Continue Reading »

The 2014 Social Security Trustees Report: What Does the Future Hold?

By on August 7, 2014 in Social Security with 0 Comments
The 2014 Social Security Trustees Report: What Does the Future Hold?

Every year, the Trustees of the Social Security Trust Funds release a report to Congress on the current financial condition and projected financial outlook of the program. This year’s report, released on July 28, contains valuable information about the health of Social Security that may help you understand how your Social Security benefits might be affected.

Continue Reading »

Tips to Help Improve Retirement Confidence

By on August 5, 2014 in Video with 0 Comments

©2014 Broadridge Investor Solutions, Inc.

Continue Reading »

Retirement Myths and Realities

By on August 5, 2014 in Newsletter Articles with 0 Comments
Retirement Myths and Realities

We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common retirement myths to consider.

Continue Reading »

July 26, 2014 – Mike Burton and John Chapman

By on July 26, 2014 in Radio Show with 0 Comments

Chris is joined this week by show sponsor Mike Burton of Slade Mortgage in the co-host seat. They chat with John Chapman, congressional candidate, about the issues of illegal immigration and health care. Chris and Mike discuss market news as well as mortgages and housing news. Listen Here

Continue Reading »

July 12, 2014 – Herb Montgomery

By on July 14, 2014 in Radio Show with 0 Comments

Chris is joined by show sponsor Herb Montgomery of The Montgomery Financial Group on this week’s edition of “Something More.” Chris and Herb discuss market conditions and risk of a pullback and discuss what an investor should do. They also discuss dangerous investments and warn against advisors who push products that you may not need. […]

Continue Reading »

Financial Choices: College, Retirement, or Both?

By on June 27, 2014 in Newsletter Articles with 0 Comments
Financial Choices: College, Retirement, or Both?

Life is full of choices. Should you watch Breaking Bad or Modern Family? Eat leftovers for dinner or order out? Exercise before work or after? Some choices, though, are much more significant. Here is one such financial dilemma for parents. Should you save for retirement or college? It’s the paramount financial conflict many parents face, especially as more couples […]

Continue Reading »

Women and Retirement Planning

Women and Retirement Planning

Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often […]

Continue Reading »

15 Facts about Social Security

By on May 20, 2014 in Newsletter Articles with 0 Comments
15 Facts about Social Security

It’s easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it’s likely that this program will play a role in your financial future, perhaps even sooner than you think. Here are some facts and statistics from the Social Security Administration that […]

Continue Reading »

May 10, 2014 – Moms, Proms, and Co-Host Mike Burton

By on May 12, 2014 in Radio Show with 0 Comments

Chris is looking for your good Mother’s Day gift suggestions on this week’s “Something More.” Mike Burton of Slade Mortgage sits in the co-host chair and talks about his upcoming reverse mortage seminars. He also answers some frequently asked questions about reverse mortgages and issues the “Best Joke Challenge.” Chris talks about an online service called […]

Continue Reading »

Top