Secured Retirement Financial Blog

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

Stay Ahead of the Curve

By Joseph Lucey | November 3, 2015 |

It’s World Series time and from my playing days, the best way to hit curve balls was to be in front of the pitch. That’s true in baseball and true when it comes to changes to Social Security. This week’s Secured Retirement Radio show covered the October 30th, 2015 legislative changes to Social Security from…

Secured Retirement Radio: The Golden Decade

By Joseph Lucey | October 20, 2015 |

Blog post written by Dale Decker If you are 59 ½ up to 70 ½, you are in the Golden Decade when everything you do relative to your retirement matters.    There is a long list of do’s and don’ts during this period. On Saturday’s Secured Retirement Radio Show, CFPs Joe Lucey and Derek Fautsch…

Planning For a Ticking Tax Time Bomb in Your Golden Decade

By Joseph Lucey | October 18, 2015 |

No one likes a tax surprise. But the tax man never sleeps. If you have been saving for years so you can enjoy a cozy retirement, be careful to sleep with one eye open. Unexpected taxes can leave you with less money for living expenses than you are anticipating during your golden decade. That is…

Secured Retirement Radio: Blackjack

By Joseph Lucey | October 6, 2015 |

Post written by Dale Decker In the first Austin Powers movie, the lead plays blackjack with Dr. Evil’s henchman, “Number 2.” Number 2, with x-ray vision, holds a 17, and scopes the next card as a 4. He hits for a 21 saying that he likes to live…dangerously. Austin Powers in turn then stays on…

Secured Retirement Radio: Shoebox Money

By Joseph Lucey | September 29, 2015 |

Blog post by Dale Decker. We all save something. From childhood to retirement years, we set aside keepsakes that mean the most: a teddy bear, a blanket, sports cards, photos, you name it…it’s saved by someone. Often times things are saved and forgotten or placed in a box somewhere. Just knowing they’re there is the…

Cary Grant’s Retirement Income Checklist

By Joseph Lucey | July 30, 2015 |

“You never miss the water until the well runs dry.” His Girl Friday (1940) – Walter Burns (Cary Grant) In the 1940’s movie His Girl Friday, Cary Grant’s character of Walter Burns reminds us that nothing lasts forever. Many baby boomers now approaching their retirement timeline, have begun to realize that shortly they won’t be…

Secured Retirement Radio: Probability Investing vs. Safety First

By Joseph Lucey | July 28, 2015 |

Blog post written by Dale Decker We all have different tolerances for risk. Some people prefer to go big and climb Mount Everest. Others are perfectly content to stay close to home and go apple picking. But risk tolerance isn’t limited to hobbies and free-time activities. Risk tolerance also plays a role in your personal finances.…

Getting to the Truth: How Strong is Social Security Anyway?

By Joseph Lucey | July 23, 2015 |

The number one news headline grab this month isn’t the Kardashians or Donald Trump. Nor is it Spieth’s distressing loss at the Open Championship by one stroke. Surprisingly, according to some of this week’s top trending news headlines sensationalized Social Security.  This Week’s 5 Top Trending Virtual Social Security Headlines: 6.5M Social Security Numbers…

Secured Retirement Radio: What's Your Financial "Squeaky Wheel"?

By Joseph Lucey | July 14, 2015 |

Blog post written by Dale Decker Greece is in the news this week, and anytime there’s an event the magnitude of national insolvency, it makes us think about personal finances. Greece had been accumulating debt over many years, which is akin to being the squeaky wheel on the wagon of the European economy. Surrounding countries didn’t…

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