by Chris Nesbitt | Oct 15, 2014 | Retirement, Social Security
Over this past year, I’ve begun offering a new service to my clients that I’d like to tell you about. Myself and a small team of financial advisors are providing Social Security workshops to employer and community groups, wherein we educate baby-boomers on...
by Chris Nesbitt | Jul 30, 2014 | 401k, Retirement, Stock Market
The following quotes are all from this recent week… “…the next five months into year-end are going to be extremely treacherous for equity investors.” ~Peter Boockvar, chief market analyst at The Lindsey Group “Stock may get rattled by a...
by Chris Nesbitt | Mar 20, 2014 | 401k, Fixed Indexed Annuities, Retirement, Stock Market
Last Thursday, the Dow Jones Industrial Average dropped over 200 points, as worries mounted about China’s economy and escalating tensions in Ukraine. CNBC reported that Alan Skrainka, chief investment officer at Cornerstone Wealth Management, pointed to a chart...
by Chris Nesbitt | Mar 4, 2014 | 401k, Fixed Indexed Annuities, Retirement
How did your retirement account look before 2008? How does it look now? I’ve talked to many folks who say they are just recently getting back to where they were. But imagine what your retirement account would look like if you had never lost any money in the first...
by Chris Nesbitt | Feb 19, 2014 | 401k, Fixed Indexed Annuities, Indexed Universal Life, Retirement
If you are relying on your 401(k) as your only source of retirement income, take a lesson from 2008. And 2000. And ’87, and ’73, and ’29 and 1907… Just since the late seventies when 401(k)s came on the scene, trillions of dollars invested in this vehicle have simply...
by Chris Nesbitt | Jan 9, 2014 | Fixed Indexed Annuities, Indexed Universal Life, Retirement
The Ill Effects of the Ill Advised Two unrelated reports emerged yesterday about how our health is negatively impacted by the economy. The first may be a bit general and less than scientific; nonetheless, it’s not a difficult pill to swallow. NYTimes blogger,...
