Retirement Rule #1: Don’t Risk or Lose Your Principal

Retirement Rule #1: Don’t Risk or Lose Your Principal

Recent Market Volatility has once again proven the old adage that Markets fall faster than they rise, and that trees do not grow to the sky. Like Endless Summer … all Bull Markets end.   Millions of Retirees have just experienced a dramatic loss of wealth,...
How to Maximize Social Security Benefits with Spousal Strategies

How to Maximize Social Security Benefits with Spousal Strategies

Starting your Social Security Benefits will be one of the most important financial decisions of your entire Life.   Your Social Security check will be with you for the rest of your Life. Literally.   Plus, Social Security elections are irrevocable after 12...
10 Tips for a Successful Retirement

10 Tips for a Successful Retirement

From Fraser Allport, The Total Advisor™ 386.882.6256 Fraser’s “ 10 Step System ” helps you take control of your finances, health, and well-being with a holistic approach, so that your Retirement is the best chapter in Your Life Story. Asking yourself, “ When can I...
How to Maximize Social Security Benefits with Spousal Strategies

Think of Your DROP and Retirement Planning like a Wedding

If you were getting married … How far in advance would you plan your wedding ?   Probably about 2 Years, right ? A Wedding, like Your Retirement … is A BIG DEAL. You certainly would not start wedding planning just a few months or weeks before the date !  ...
It’s time to get ready for Medicare Open Enrollment

It’s time to get ready for Medicare Open Enrollment

Medicare Open Enrollment runs from October 15 to December 7, but did you know you can get an early look at next year’s health plans and prescription drug plans starting on October 1? Premiums for Medicare Advantage Plans are dropping to historic lows for 2021. This...