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October 8, 2013

One of my recent radio shows discussed the “Seven Habits of Highly Effective Retirees”. I’ve narrowed these down to the basic traits and strategies that all successful retirement savers and investors share. Over the course of my next two blog posts, I’ll be sharing...

August 12, 2013

I recently had the opportunity to share some of my thoughts about the best retirement savings strategies in an up-and-down economy in the Delaware County Times. The piece, entitled Having the right savings strategy critical today, appeared on Thursday, July 11: (ht...

July 8, 2013

I recently had the privilege of appearing on The Savvy Investor, a weekly syndicated half-hour financial advice program hosted by Mike Canet. I had a great time talking to Mike, and the show gave me an opportunity to touch on a range of issues that I feel are going...

July 1, 2013

Most experts and analysts agree that we are likely approaching a new period of inflationary growth. One of the problems with this as it relates to retirement savings is that people frequently use a 3% rate of inflation to calculate their long-term retirement strate...

April 22, 2013

No matter what the specifics of your retirement planning and savings strategy, no matter what kind of investments you make and how much you decide to sock away, there is really only big question that needs to be answered: will it be enough? That’s what everyone fun...

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC., a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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