by Marc Frye | Jun 20, 2019 | The American Retirement Advisor Blog
Happy June, fellow investors! Money comes in different shapes and sizes. I’m not talking about the physicality of money. I’m talking about the classification of money. Some assets are for us to use now to buy things that we want. Some are used to create an income...
by Marc Frye | May 16, 2019 | The American Retirement Advisor Blog
This month is going to be a highbred article. Why, because an important financial planning tool involves protecting yourself from the staggeringly high cost of long-term care. Long-Term Care (LTCi) insurance is an important financial planning tool and can protect...
by Marc Frye | Apr 18, 2019 | The American Retirement Advisor Blog
Is my 401(k) still appropriate to hang on to, now that I’m retiring? Do I have to keep my retirement money in my 401(k) if I’m still working at my company? How about my 403(b) or 457 plans? How about cash balance pensions? These are just a few of the questions that...
by Marc Frye | Mar 21, 2019 | The American Retirement Advisor Blog
Warming up yet? This month I want to talk about the difference between Financial Planning and Retirement Income Planning. From 2002 to 2010, my job was to be the expert in Estate, Business, and Retirement Planning for a Fortune 100 company, as a consultant for all the...
by Marc Frye | Feb 26, 2019 | The American Retirement Advisor Blog
Happy New Year! I hope everyone had a great holiday season with friends and family. For those of you that are still in the giving mood, but would like to save on your taxes while gifting, you’re in luck. There’s a secret the IRS is sitting on. If you are 70.5 years...
