Bonds and Your Retirement Portfolio

October 28, 2017

Jim and Chris receive their first live caller on the new podcast. ‘Georgette’ from Iowa asks, “How much of your retirement portfolio should be in bonds?” And another listener emailed a Social Security question: How do Social Security survivor benefits work if you want to remarry?...

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Financial Industry Insights

October 21, 2017

A listener from KY who wants to be a financial planner sent in a question that prompted a discussion by Jim and Chris regarding the inner workings of the financial industry. Also, a listener asks for clarification regarding the IRS’s rules on Inherited IRAs and Trusts....

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Affording Health Insurance if You Retire Early

October 14, 2017

Jim and Chris answer a question from a listener in Iowa: If you want to retire early but need to withdraw funds from retirement accounts to pay for health insurance, what’s the best way to do that? They also follow up on an email from a listener in TN who offered his opinion on retiring early....

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Pension or Lump-sum?

October 7, 2017

Jim and Chris answer a question from a listener in Maine regarding whether or not a pension or a lump-sum payment would be a better idea. They also discuss a question from a New Hampshire listener regarding return of capital from a Utility Fund. Chris addresses a question from a listener in Shangai, China regarding the Social Security Delayed Retirement Credit....

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.