Doug Warren

The recent, wild fluctuations in the financial markets, combined with the concern that US federal income tax rates will inevitably go up, have more than a few people questioning just how far their retirement dollars will go in the future. If there is a single objective shared by the majority of IRA and 401(k) owners today, it is the desire to find a way to make their retirement savings go further. Going further often means not only having greater income, but also knowing that this income can last longer. People want to enjoy their retirement today and for as long as they might live. Think of the typical approach used by the majority of those involved in the financial services industries today when it comes to helping clients make their retirement dollars go further. The... (more)