Preview Mode Links will not work in preview mode

Aug 30, 2021

There are warnings about big problems for state and local government pensions because of underfunding. Abe talks about what that might mean for those planning for this kind of income. Plus, why so many retirees are hesitant to start tapping into their nest egg. Learn ways to increase your spending confidence. Visit

Aug 23, 2021

Approaching retirement with a nice big IRA?... You’re probably not as wealthy as you think, because of deferred taxes. Also, saving for retirement is the important and obvious first step, but then what? Wondering where to go from here? Visit

Aug 16, 2021

Social Security should replace 40% of your income, but some estimates say it may dwindle to less than 30%. Abe explains how to make up the difference. Plus, high 401(k) fees can cost tens-of-thousands of dollars over the course of a career.  Need a 401(k) X-ray? Visit

Aug 9, 2021

We spend a lot of time thinking about how to make it to retirement, but what will you do when you finally get there? Abe explains why a “lifestyle” plan is a critical part of your overall plan. And you’ve heard about Roth’s, but did you know that life insurance can also be used to help manage your taxes? Learn...

Aug 2, 2021

Crypto currency: Some think it’s nothing but a scam, others are confident it’s a good investment, but is there a place for it in our retirement plans? Also, Abe explains why part of your retirement plan should be a lifestyle plan. Worried about running out of money? Visit