Archive for February 2016

Time is Ticking on Social Security

On last week’s radio show, Joe Lucey and Derek Fautsch talked about the pending changes to Social Security. Enacted in 1935 by FDR, Social Security was designed to create a net for seniors, post-depression and beyond. Changes have been made on various aspects of the program including taxation from 1939 through 1983.Last fall, Congress amended…

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Take the Mystery Out of Retirement

Retirement can sneak up on you. As your journey in life unfolds through life’s major milestones; jobs, kids, family, many are surprised and even caught off guard when their pending retirement arrives.. If you have reached the age of 50 plus it’s time to review your past accumulations and preview how to utilize your savings…

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The Year of Education

Over the years, we’ve used different channels to provide information for retirees in the Twin Cities. Many of you have listened to us on radio and attended one of our summits, seminars, dinners, or personal consultations.  We are still offering all of the above and recently added Retirement Elevated, which is a classroom format for comprehensive retirement information, It’s…

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The State of Estates

Retirees navigate income, Social Security, taxes, healthcare and more in their golden years. Concurrent with these is sound estate strategies. On the February 6th show, Joe Lucey and Derek Fautsch talked about estate planning in the context of a comprehensive retirement.  Estate and legacy planning determines what, and how, we leave things behind for family and loved…

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Plan to Plan

On the January 30th show, Joe Lucey and Derek Fautsch talked about the value of overall retirement planning.  When you start out on a trip, you often bring along a map or a GPS. Consider retirement in a similar way. When your journey begins as a retired worker, it is best to have a map…

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