And with conflicting signs of improvement in the economy appearing on the horizon, there is a real possibility of inflation coming in with the tide.

Why worry about inflation? Well, inflation is an investor’s worst nightmare.

When Eviel Knievel jumped over the Snake River, did he just show up at the edge of the canyon and hit the accelerator? No. He had a plan implemented by a crew with systems and backups in place.

Does this mean that you’ll always avoid a fall if you have such systems in place? No. But wouldn’t you sleep better at night knowing that your first aid kit was full and your fire extinguisher was handy? Same thing applies when investing and the approach we implement for our clients.

Recent topics have included:

* Divorce Financial Planning - First Steps to a Fresh Start

* Retirement Investing: What You Need to Know Before You Say Good-Bye to Your Paycheck

* Paying for College Without Going Broke

Steve and his co-host, Bob Dubee, CPA, CFP also answer questions from listeners on any financial topic.

I’ll Give You 20 Years of Mine…

…and you’ll walk away with peace of mind knowing you’ve learned and integrated most everything you need to know to navigate a successful retirement.

Join us on the third Wednesday of every month from 7:00pm-9:00pm at our offices in Lynnfield for our RETIRE IN A DAY© workshop.

Seating is limited. Please call us at

781-224-3456 or toll free at 888-323-3456.

In our RETIRE IN A DAY © Retirement Rescue Workshop, we help people answer questions like:

* How can I protect my money and still have it grow?

* What do I need to do now to get back on track?

* When can I retire?

* Will I have enough money?

* How much can I take out?

* Am I invested correctly?

* Will I be able to meet my health care costs?

* How do I increase my income to beat inflation?

* Should I take Social Security now or later?

* How long will my money last?

* How will I be taxed in retirement?

* Is active or passive investment management better?

My goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to a team of experienced professionals that cares about making your dreams a reality - regardless of the size of your portfolio.

I work with retirees, busy professionals and growing families who are motivated to achieve financial success or need help with the challenges that result from a life changing event. My practice encompasses investment management, college funding, estate planning and divorce analysis.

For more than 20 years I have been coaching individuals and organizations on ways to improve and protect their personal or business bottom line. I am never too busy to help you or someone you know and care about.