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Secured Retirement Financial Blog


We help individuals and families work toward achieving their ideal retirements.

Back Up Generator

By Joseph Lucey | March 7, 2016 |

Secured Retirement Radio’s Joe Lucey and Derek Fautsch have been talking about the coming changes to Social Security over the last few months.  The changes that are pending are inevitable and will become binding. As a result, the options to maximize Social Security income for millions of people are going to change significantly moving forward. For…

Time is Ticking on Social Security

By Joseph Lucey | February 29, 2016 |

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…

Take the Mystery Out of Retirement

By Joseph Lucey | February 22, 2016 |

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…

The Year of Education

By Joseph Lucey | February 22, 2016 |

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…

The State of Estates

By Joseph Lucey | February 9, 2016 |

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…

Plan to Plan

By Joseph Lucey | February 3, 2016 |

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…

Getting From Point A to Point B

By Joseph Lucey | January 27, 2016 |

On the January 23rd show, Joe Lucey and Derek Fautsch talked in part about recent market fluctuations and retirement planning.   As one approaches or is in retirement, stock market declines can be of concern because income and assets are more fixed than in past years. A drop in the market sets off waves of concern which illustrates the value of…

A Look at the Current State of the Market

By Joseph Lucey | January 22, 2016 |

  This has certainly been a difficult few weeks in equity markets to say the least. With levels pushing -10% correction territory yet again, investors may be struggling to make sense of things and are looking for answers. In some market declines, a single culprit is easy to identify; in others, it’s less obvious. This might…

What is Your Risk Capacity?

By Joseph Lucey | January 20, 2016 |

  On the January 16th, 2016 Secured Retirement Radio Show, Joe Lucey and Derek Fautsch talked about retirement planning and, in part ; different elements of risk.   For those entering retirement,   it helps to do a risk analysis to determine a custom financial plan. The first question we often ask or clients is “what is your…

Information is Power

By Joseph Lucey | January 12, 2016 |

On the January 9th show, Joe Lucey and Derek Fautsch covered recent market fluctuations and portfolio reviews.    The market dipped in the past week. Usually, when that happens, some get nervous about their portfolios, seeking either assurance or solutions. Terms like “scared” and “crisis mode” were used to describe the condition of investors who search…

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