INDEPENDENT FINANCIAL ADVISOR

HELPING YOU PROTECT YOUR FINANCIAL FUTURE
OUR TEAMSERVICES

7 Healthy Habits of a Successful Retiree

What makes someone successful in retirement? Is it money and how much you have of it? No. Not solely, but it helps. The Employee Benefit Research Institutes recent survey does indicate that retiree confidence is higher in those who have a retirement plan...

Determining Your Retirement Income Needs

What is it? Determining your retirement income needs is a process that helps you identify your retirement planning needs based on your desired standard of living and the resources you'll have available. Today, you can typically no longer rely on Social Security...

How to Use Social Security After the File-and-Suspend Rule Ends

The file & suspend claiming strategy has been eliminated as of April 30, 2016. However, the restricted application strategy is still available for people that were born on or before January 1, 1954. They can restrict their social security application to their...

I have been asked to provide a Financial Segment for 50PlusPrime’s 2019 season premiere, Indianapolis 500 Royalty Al Unser Sr. & Al Unser Jr. which airs this weekend on AXS TV and in 80 additional US TV broadcast markets.

In this segment I address the questions many folks have as they approach retirement.

50PlusPrime

2019 Season Premiere  

Weekend of January 12 & 13, 2019

50PlusPrime with Tony Fama is broadcast on AXS TV every Saturday at 8:30 a.m. ET, and every Sunday at 11:30 a.m. ET.

Co-author: James J. Speir

Journal of Elder Abuse & Neglect: The Lichtenberg Financial Decision Screening Scale (LFDSS): A new tool for assessing financial decision making and preventing financial exploitation.
(Volume 28, Issue 3, 2016)

EVENTS

WHAT BABY BOOMERS NEED TO KNOW ABOUT RMDS

Seminar Dates:

  • January 23rd, 2019 at 11:30am

LOCATION:
Franklin Grill
32760 Franklin Rd.
Franklin, MI 48025