Category Archives: Safe Retirement Strategies

Here’s 7 Ways to Enjoy Your Golden Years When On Vacation

For many seniors, the golden years are a time to reward yourself after a life on the job or raising the kids at home. Many seniors follow their dream of travel in the retirement years. Whether it’s seeing the grandkids across the country or an adventure across the globe, it is important to keep some things in mind to ensure you get the most out of your trip.

7 Ways to Squash Identity Theft

It is the scourge of our age: identity theft. Thieves learn an important part about your personal information, such as your credit card numbers, and they open accounts in your name and spend! Here are 7 tips to help you decrease their chances.

5 Ways to Avoiding Tax Pitfalls In Retirement

Planning to avoid the pitfalls in retirement are essential to making sure you never run out of money. Robb Beltran, RFC offers a few suggestions to help you in your retirement planning.

The 15 Advantages of Annuities: A Helpful Summary for Your Family

If you are looking for a safe alternative to the tumbling market you may want to consider the annuity.The annuity, like all financial products, has advantages and disadvantages. Fortunately, the advantages can be quite impressive. However, proper client suitability can NOT be successfully achieved unless and until we recognize that the AGE of our client [...]

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