Building Blocks for a Rock-Solid Retirement

By Brooklynn Chandler-Willy | July 17, 2019

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

Full Article

What If I Live Until 100?

By Brooklynn Chandler-Willy | June 26, 2019

Living to the ripe old age of 100 isn’t as farfetched as it used to be. And as the likelihood of living that long increases, so, too, does the risk of outliving your money. It’s called longevity risk, and it’s not something to mess with as retirement approaches. This show details some of the steps…

Full Article

Building Blocks for a Rock-Solid Retirement

By Brooklynn Chandler-Willy | August 6, 2018

We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…

3 Risks That Every Investor Should Know

By Brooklynn Chandler-Willy | August 1, 2018

People always talk about “risk” in investing articles, but rarely explain what they mean by it. What sorts of risks should I be concerned about when investing and planning for retirement and what can I do about them? In the video below I explain 3 risks that investors should be aware of. Ready to discuss?…

Investing for Growth and Income: Why you need both, and how to get them

By Brooklynn Chandler-Willy | July 30, 2018

Saving for retirement is one thing. But figuring how or where to invest that money can be quite another. Do you invest for growth or for income? That is, generally speaking, do you invest in stocks or bonds? For most people, historically the answer has come down to where they are relative to retirement: If…

Retirement Investing & Roth Conversions

By Brooklynn Chandler-Willy | June 27, 2018

Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future; we must also create a post-career strategy that takes into account emotional, intellectual and quality of life challenges during later years. After all, we don’t just stop enjoying life…

10 Ways To Make Your Money Work

By Brooklynn Chandler-Willy | May 14, 2018

There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already…

Four Big Life Insurance Questions to Ask BEFORE You Retire

By Brooklynn Chandler-Willy | April 30, 2018

Life insurance is one of the most valuable and versatile assets a pre-retiree or retiree can have. Yet not only do people tend to question whether buying life insurance is a worthwhile expenditure, they’re also intimidated when it comes to purchasing it. Yesterday’s show helps listeners understand why they should consider life insurance, how life…

To Roth or Not to Roth?…That is the Question

By Brooklynn Chandler-Willy | April 25, 2018

The wealthiest investors I have worked with have larger Roths or larger post-taxed accounts than they have in qualified, tax deferred accounts.  The “Tax Time Bomb” is something you hear me talk a lot about at my seminars and on the radio.  We are trained to put as much money as we can away as…

Risk, Are You Taking On Enough, Too Much, Or Just The Right Amount

By Brooklynn Chandler-Willy | April 23, 2018

There are some things that just go together. Like peanut butter and jelly. Cookies and milk. How about retirement savings and risk? Now that combination sounds the alarm for many people. But do you really know how much risk is in your portfolio? Do you know what would happen to your savings if interest rates…

Investment Themes for This Year

By Brooklynn Chandler-Willy | April 19, 2018

In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent unemployment by the end of 2018. Along with the tightened labor situation, they also expect personal consumption expenditure (PCE) inflation rising to 1.8 percent by year…

In Retirement…It’s Not Always About Rate of Return

By Brooklynn Chandler-Willy | April 17, 2018

In retirement….rate of return actually ends up being the SECOND most important thing that you need to worry about. What is the FIRST? Find out by watching the video below in this weeks “Dollars & Sense” segment. I will explain how investing during your working years can be drastically different than investing during retirement. Advisory services…