Category: Retirement Income Strategies

Why Is It Important to Protect My Money From Myself As I Get Older?

As we all get older, an issue that becomes especially important at this stage of life is how to help clients protect their financial resources from an unexpected threat — themselves. One tool is to ask clients to sign a statement authorizing a planner concerned about possible irrational behavior to contact someone, such as a… Continue reading Why Is It Important to Protect My Money From Myself As I Get Older?

What are Your Income Guardrails?

Fresno Financial Consultant News By August of this year, the unemployment rate was more than 10%. As many as 5.2 million Americans remained jobless as far back as the beginning of May.1 That’s a lot of time to go without earning income. Have you thought about the “guardrails” you have in place should your income or… Continue reading What are Your Income Guardrails?

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