Retire Smarter Launches as an Independent Firm
Saturday | June 02, 2018
Retire Smarter’s launch as an independent retirement planning firm combines business, finance and retirement planning expertise. Our new product developments are client focused.
- Published in Press Releases
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Why you need an estate plan – even if you don’t have an estate.
Monday | March 05, 2018
Why you need an estate plan – even if you don’t have an estate.
- Published in 3-Minute Article, Retirement Planning
Are you paying your money manager to under-perform the market?
Monday | March 05, 2018
We’ve all been taught to Buy-Hold — So we explored who benefits from it the most. The mutual fund buy-hold industry is the world’s largest skimming operation, a $7 trillion trough from which fund managers, and brokers are steadily siphoning off an excessive slice of our nation’s household, college and retirement savings. During 2016, the
- Published in 2-Minute Article, Insights, Living in Retirement
Retirement Income – when a 6% withdrawal rate is better than a 6% gain
Thursday | February 15, 2018
Retirement Income – when a 6% withdrawal rate is better than a 6% gain
- Published in 3-Minute Article, Insights, Retirement Planning
Understanding variable annuity fees – and its lasting impact on your retirement savings.
Friday | January 05, 2018
Understanding variable annuity fees – and its lasting impact on your retirement savings.
- Published in 3-Minute Article, Insights, Retirement Planning
Small ideas change everything.
Monday | August 21, 2017
Retire Smarter rescues retirements by doing what very few financial advisors are willing to do – Be careful, pick the tools that maximize the upside of the markets, while absolutely eliminating market risk to principal, and being very uncomfortable with the possibility of seeing our clients take any losses. We were born from the idea
- Published in Insights
Investment Strategies
Friday | February 17, 2017
Welcome to Retire Smarter. Retire Smarter provides innovative marketing solutions to advisors through investment strategies, income planning and final expense and insights to help meet the diverse needs of our clients. We were born from the idea that a new era needed a new way to provide professional retirement planning. Learn how our proven strategies
- Published in Insights, Retirement Planning