Baby Boomers! A unique generation. We Boomers have  faced many challenges together. Now we’re confronted with the challenge of retirement planning – most of us within the next 10 years or less. These are turbulent times. We’ve been through turbulent times before. So what are some of the Retirement Planning Issues that confront Baby Boomers? (The Wade Agency will perform a calculated projection of how your current retirement plans are likely to play out under the best and the worst of circumstances. There is no charge for this service and the projection can be run again anytime your circumstances change. Just contact us to set up an appointment). Social Security Most of the experts believe that those of us who are 55 and older will receive our Social...

How we came to be in the business of Retirement Planning:   You hear a lot of people who do what I do tell you that they’ve been in the business for 35 years or more (especially when they look like me).  I haven’t.  Up until I was 57 years old, I had no thought of being a financial advisor or anything close to it.  At age 57, after a somewhat successful career in Information Technology sales, I couldn’t find a job.  The hopes of finding a job were getting bleak, and I was not handling the situation very well.  I was running out of money and I was suffering from a serious case of chronic anxiety. My doctor prescribed a generic medication that was inexpensive but didn’t quite work. He needed to add a medication that was expensive, just to get my...