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Living in Retirement

Hey Millennials! 8 Important Financial Tips from Your Future Self

Jerry Patterson | Posted 12.09.2014 | Money
Jerry Patterson

If you could go back 30 years and give yourself one piece of advice regarding retirement planning, what would you say?

Don't Let Communicating with Millennials Feel Like Eating in the Dark

Jerry Patterson | Posted 11.21.2014 | Business
Jerry Patterson

If you want to grab the attention of the millennial generation, you need to personalize and tighten-up your communications approach -- which frankly, is how we should have been doing it all along.

Baby Boomers and Student Loans are Pouring into Retirement

Jerry Patterson | Posted 12.23.2014 | Money
Jerry Patterson

A recent study by the U.S. Government Accountability Office indicated that "some 155,000 older Americans are now seeing deductions from their Social Security checks to pay off their federal student loans - up from 31,000 a decade ago."

Is the Internet Costing Lumberjacks Their Jobs?

Jerry Patterson | Posted 12.06.2014 | Money
Jerry Patterson

If you are a financial advisor, embrace the web and leverage digital learning to enhance your value proposition. Dedicate time to identify good videos, websites, digital books, webcasts, online classes and search terms related to financial planning.

Would You Rather See a Dog Brush His Tongue or Learn How to Prepare for a Secure Retirement?

Jerry Patterson | Posted 11.23.2014 | Money
Jerry Patterson

While you may not have time to read a book on financial planning or have the expertise to use elaborate financial-planning software, I would encourage you to take advantage of the amazing amount of free educational content available online. There are plenty of quick, bite-sized moments of learning that can have a material impact on your financial future.

Trying to Encourage Millennials to Save for Retirement? Three Key Factors to Consider

Jerry Patterson | Posted 10.26.2014 | Money
Jerry Patterson

Here are my top three things to consider if you're trying to encourage millennials to save for retirement.

Lump-Sum vs. Income Payments: Why Do So Many Retirees Take the Money and Run?

Jerry Patterson | Posted 10.13.2014 | Money
Jerry Patterson

The moment we're faced with deciding whether to take a lump sum often happens at the moment of retirement, which also means it's the moment our paycheck is turning off. Similar to a light switch turning off.

'Click': Are You Ready for the Big Switch?

Jerry Patterson | Posted 09.21.2014 | Money
Jerry Patterson

At the moment of retirement, our paycheck stops like a light switching off. (Click!) For many, Social Security checks are significantly lighter than a regular paycheck, and yet, most of us still do next to nothing to adjust to this new reality.

Spend It! You Earned It. 5 Great Ways to Begin Spending Your Kids' Inheritance Today

Jerry Patterson | Posted 08.12.2014 | Money
Jerry Patterson

Bucket lists do not just have to be the subject of movies. Write one. Make it ambitious. Start checking it off. Climb that mountain. Visit the seven wonders. Take those dance lessons. Buy that weekend car you always dreamed of driving