In The News

At Premiere Retirement Planning and Wealth Management, we contribute our financial and professional insights to well-known publications on topics that matter to you. Click below to read some of our featured articles.

Published Articles

Two New Laws: What You Need to Know

Is the ‘Buy-And-Hold’ Strategy Still Alive and Well? – Published December, 2017

 It’s a rule that investors have stood by forever. But if you’re near retirement, it might not be right for you now. And the “4% rule”? It may be time to rethink that one, too! 

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Two New Laws: What You Need to Know

Using Annuities to Retire With Confidence – Published March, 2020

Teaser text: Retiring is often fantasized as a time to relax, travel, and spend time with loved ones. However, more and more Americans are discovering that it can be an uncertain, and worrisome time in their lives.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision.

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Two New Laws: What You Need to Know

Do You Need Life Insurance in Retirement? – Published January, 2018

One form of life insurance that may be worth investigating for its tax advantages and estate benefits is an indexed universal life policy. 

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Raytheon Magazine

Two New Laws: What You Need to Know

Two New Laws: What You Need to Know

Amidst all the chaos going on recently, it has been more important than usual to stay on top of your retirement and financial goals. The government has recently passed 2 laws that may impact your retirement plan. Let’s take a look at how the SECURE Act and the CARES Act may impact you. 

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Premier MAY Money article

There Are Only Two Types of Money

Few things can disrupt or frustrate a retirement plan more than a serious market downturn or economic recession. According to Wall Street, it seems the “normal” way to diversify investments is to choose a collection of different stocks bonds or mutual funds to keep with the philosophy of not “putting all your eggs into one basket”.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Avoiding Disaster In Retirement

Avoiding Disaster In Retirement

Comprehensive retirement planning includes planning for the worst. With the outbreak of Covid-19, we have seen stocks fall more than they have since 2008, with no sign of stopping. The economy continues to take even more of a massive hit as businesses close, travel is restricted, and many are confined to their homes.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Using Annuities to Retire In Confidence

Using Annuities to Retire In Confidence

Retiring is often fantasized as a time to relax, travel, and spend time with loved ones. It is a special time to reap the benefits of the money you have worked hard to accumulate after decades of saving and sacrificing. However, more and more Americans are discovering that it can be an uncertain, and worrisome time in their lives. Currently, 1 out of 3 Americans fail to plan sufficiently for retirement, and find themselves struggling to make ends meet.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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5 Reasons to Revisit Your Life Insurance

5 Reasons to Revisit Your Life Insurance

For most of your adult life, you may have had the protection of life insurance to help safeguard you and your family. But as your life changed, so did your family’s needs and financial goals. With every transition and milestone, you should take the time to reexamine your life insurance policy to make sure you have the proper coverage, are in the right type of policy and it accomplishes the goals for the reasons you own it. 

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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Smart Money Questions For Your Retirement

Smart Money Questions For Your Retirement

Many people don’t understand the devastating effect volatility can have on a portfolio. Just because the stock market, for example, has averaged over 10% per year over the last century or so, it does not mean one can live on anywhere close to 10% withdrawal rate on their investments. My clients want to know how to protect their livelihood and future from market risk and what investment vehicles can guarantee lifetime income.

Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision .

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