The SGL Blog

Yes, Go Ahead and Spend More in Your Retirement “Go-Go Years!”

Posted Fri Jun 28, 2019

  When you are in the financial services industry, and especially when you specialize in retirement planning, you see a ton of articles, opinions, and research discussing various strategies for success. One of the recent articles I read discussed three specific phases that we go through during our retirement years. These phases are referred to as the “Go-Go Years,” the “Slow-Go Years,” and the “No-Go (or Won’t-Go) Years.” Specifically, the Go-Go Years are the early retirement years, often between 60 […]

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Do You Want Guaranteed Retirement Income?

Posted Fri Jun 21, 2019

  In retirement, the #1 challenge you will face is generating retirement income. Moreover, how do you generate income that is secure, reliable, and consistent? How do you do this through uncertain and occasionally chaotic market conditions? How do you ensure you don’t run out of money? These are some of the tough questions you will face when it comes to creating your own retirement paycheck. But there is a bigger question at play… a much more important one… it’s […]

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Is Your Homeowners Insurance Up to Par?

Posted Wed Jun 05, 2019

  Reading through the various blog posts and industry articles that come across my desk every week, I came upon several articles dealing with homeowners insurance. With all of the recent rains and possible flooding in our area, many of you could, or should, be concerned with the question that also happens to be the title of one of the articles I read: Is Your Home Adequately Insured by the Right Company? While SGL does not deal with property and […]

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Beware of the Retirement Risk Zone

Posted Fri May 31, 2019

  A Mistake Here Could Upend Your Retirement Dreams I think you would agree that life doesn’t always work out as we plan. When the unplanned comes our way, we set out to fix whatever it is—to make things right. Sometimes we can get back on track quickly, but other times it may take months or even years. A storm on your vacation, for example, may sideline your touring for a few hours but, after it passes, you are back […]

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Are You Procrastinating On Creating Your Retirement Plan?

Posted Fri May 24, 2019

  I have an important question for you: Are you procrastinating on creating or finalizing your retirement plan? Life is certainly busy and throws a lot your way. We rush to and from work. There’s always something to clean up or fix around the house. Errands are constantly pulling at us. And, don’t forget about those bills to pay! So when should you carve out the time to get your retirement plan in place? Is there really any harm in […]

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The Retirement Plan “Fitting Process”

Posted Fri May 17, 2019

  If you have read my blog posts in the past, you will undoubtedly know that I am a total nut about the game of golf. In fact, I even made a living at it for a brief part of my life after college. As a competitive golfer, I was perpetually looking for opportunities to improve my game. This is where golf club fitting came in. Without a properly fit set of clubs, a golfer’s swing and mechanical changes may […]

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Considering a Timeshare? JUST SAY NO!

Posted Thu May 09, 2019

  Getting out of a timeshare is nearly impossible, and there is a new scammer hitting the airwaves with various “solutions” to get out of your timeshare—guaranteed (well maybe not­­). I just returned from my annual golf vacation with my wife, sister-in-law, and brother in-law. For the past several years we have taken advantage of their timeshare ownership and it has been wonderful. Upon my return, I came across several articles warning about timeshare ownership and the relatively new wave […]

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Why 2 Million Dollars Might Make You Unhappy

Posted Fri May 03, 2019

  As we continue delving deeper and deeper into the financial picture of retirees and pre-retirees, the psychology behind how people think about retirement is really interesting.  A mentor of mine once told me that we should “retire” the word retirement as it doesn’t mean much anymore with the changing landscape of work, family, and the economy. In fact, there have been several studies that suggest the majority of individuals working today will probably continue working into retirement. “What’s My […]

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Is “Cutting the Cord” for You?

Posted Fri Apr 26, 2019

  I was looking through my e-mails and blog posts this week, and came across an article that piqued my interest. I have to confess that, every month my cable bill shows up, I have a mini meltdown. I was looking over the bill one night when my wife looked at me and said, “What are you looking at? You look like someone you know just died!” In a manner of speaking, she was right, another part of my paycheck […]

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