From time to time, I'll be posting short videos and articles about topics and subjects related to - you guessed it - the security of your nest egg. In particular, I'll be highlighting various "Safe Money" financial products you may not be aware of, and letting you know how those products may be of value to you or people you know...
As a Baby Boomer myself, I can't think of anything I'd rather be doing than providing financial information and education for my fellow Baby Boomers - information you'll never get from other sources, but information you can use to literally insure and guarantee your life savings against any losses in the stock market, along with information you can use to reduce your taxes and increase the legacy you leave to your heirs.
And, what makes all of this so very cool is this - you can make all of this happen with the literal "stroke of a pen!" There's never any cost or charge - all you have to do is simply decide you're no longer going to "put up with" all the craziness and volatility of the stock market, and you're going to take your money and "play in another sandbox" - a sandbox where everything is guaranteed and insured.
When I ask people "what do you want your nest egg to do for you," and "what are the things you worry about regarding your nest egg," the answers are always similar: a) "we want to grow our money, but we don't want to lose any," b) "we need it to provide a monthly income for us," and c) "we don't want to outlive our money."
Well, ladies and gentlemen - you've come to the right place. I say it every week on the radio because it's true - "... not one of my clients has ever lost ANY of his/her money in any kind of stock market volatility," and that's a statement that no stockbroker can make.
Questions? Comments? I welcome both, and I look forward to adding information to this page on a regular basis.