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Read up on the latest and most important information you need to stay up-to-date with your financial situation.

How do you define retirement success?

By Don Anders | Oct 25, 2017

What I’ve learned from working with thousands of retirees is that no two people are alike. That applies not only to your circumstances, but your goals as well. I commonly make references to “The Alaskan Cruise” because it seems like the most sought-after retirement trip for Floridians, but for some people, an Alaskan Cruise is…

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The Comfort Spectrum

By Don Anders | Oct 11, 2017

Every day, we make financial decisions to give us a level of comfort: air conditioning, vehicles, food, drinks, home improvements, travel – all are to provide some sort of additional comfort. So why should your investments be any different? Many financial professionals and investors purely look at “the best investment” when making recommendations, but sometimes…

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Easy Money Podcast with Don Anders: Episode 18 – The DROP Program

By Don Anders | Oct 4, 2017

DROP is a very unique option that allows people to keep working for a few years after their retirement and collect their pension while they continue to work. However, most people don’t have this option because they don’t have a pension. This podcast shares how people who have no pension can still get the benefits…

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Certificate of Deposit Investment Alternatives

By Don Anders | Sep 25, 2017

With interest rates still close to all-time lows, conservative investors are realizing that traditional forms of low-risk investments are not keeping up with inflation. According to, the average 5-year bank CD is 2.13%, and the average bank money market is 0.12% APY. Considering the inflation is historically 3%, that discrepancy between return on investment…

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Critical Mass (A Key Financial Concept)

By Don Anders | Aug 27, 2017

Critical Mass is one of the most important and overlooked financial principals in retirement planning. In this article, we’re going to discuss: What Critical Mass is How to Establish YOUR Critical Mass How to get to Critical Mass How to Invest after you’ve hit Critical Mass   What is Critical Mass? Critical Mass is when…

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Easy Money Podcast Episode 17: CD Alternative

By Don Anders | Jul 7, 2017

Certificate of Deposits at the bank, or CDs, received interest rates of 18, 19, and 20 percent in the 1970s and 80s. Now, the average one year CD gets 0.27 percent. This podcast discusses an alternative for someone who is used to investing in CDs.

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Social Security (Alternative) DROP

By Don Anders | Jul 7, 2017

Many people know about the DROP Program and the many benefits of it, but did you know anyone can do DROP?   For those who are unaware, DROP is where you elect to retire (from the pension plan) and continue to work for up to 5-8 years, all while collecting your pension tax deferred into…

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Easy Money Podcast with Don Anders: Episode 16 – Diversification

By Don Anders | Jun 6, 2017

Diversification is a risk management technique that mixes a wide variety of investments within a portfolio. We don’t want to see people putting all “their eggs into one basket.” Markets change from day to day, and companies can have a turn for the worst. This podcast shares a story and how you can better understand…

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Finding the Best Investment (Advisor)

By Don Anders | Jun 5, 2017

Finding the Best Investment (Advisor) A common question that I get is “What’s the best investment?” The answer is: There is no best investment. Each investment has pros and cons. The key is finding an investment that matches what your needs are. Note: If you don’t know what your needs are, do our 5 Needs…

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Easy Money Podcast Episode 15: Annuity vs. Annuitization

By Don Anders | May 18, 2017

A breakdown of the difference between annuities and annuitization to better help you financial portfolio. This shorter episode is important to know and understand.

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