Secured Retirement Financial Blog


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

The Untapped Potential of Senior Innovations

By Joseph Lucey | December 5, 2017 | 0 Comments

Aging can be big business for companies that find ways to tap into it. People in the U.S. age 50 and up collectively spend as much as $7.1 trillion a year, and that amount is expected to double by 2020 as more people age. However, there’s still a need for innovations that would help millions…

Challenges and Perks of an Aging Population

By Joseph Lucey | December 4, 2017 | 0 Comments

The nice thing about growing older with such a large generation is there’s plenty of company. Whether in supermarkets, restaurants, fitness centers or recreation venues, it usually isn’t hard to find others nearby in their 60s, 70s, 80s and beyond. In fact, there are now more people over age 60 than under age 15. So, you…

New Year’s Resolutions

By Joseph Lucey | November 29, 2017 | 0 Comments

This is the time we start thinking about setting New Year’s resolutions for the coming year. However, consider for a moment that this tradition may be a bit shortsighted. Did you know that J.K. Rowling created a detailed outline of all seven Harry Potter books before she began writing? And George Lucas envisioned at least…

Investing for the Long Term

By Joseph Lucey | November 28, 2017 | 0 Comments

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

Don’t Forget to Leave Time for Leisure

By Joseph Lucey | November 27, 2017 | 0 Comments

Sometimes it seems like there aren’t enough hours in the day. We make lists and check off the activities we manage to complete — because that makes us feel productive. We might even put fun things on that list — like yoga class, reading for an hour or calling a friend — in case we…

Thanksgiving!

By Joseph Lucey | November 22, 2017 | 0 Comments

This time of year sees turkeys land in the freezer and age old family recipes come out to see the light of day again. While a delicious feast and time spent with loved ones are certainly the highlight of November, I like to pause and reflect on gratitude – the backbone of Thanksgiving. Did you…

Ways to Help Increase Retirement Savings and Reduce Your Tax Liability

By Joseph Lucey | November 20, 2017 | 0 Comments

As we head into the homestretch of this year, two things individuals may be seeking are ways to help maximize retirement savings and minimize 2017 tax liability. One way to help do so is by contributing as much as possible to an employer-sponsored retirement plan. Many employers match worker contributions up to a certain point,…

Goals-Based Investing

By Joseph Lucey | November 15, 2017 | 0 Comments

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea behind goals-based investing. You don’t just seek out investments that…

The Nature of Risk and Reward

By Joseph Lucey | November 13, 2017 | 0 Comments

Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for those who are near or already in retirement. Consider the story of the tortoise and the hare. The tortoise pursued a slow but steady pace…

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