Retirement Summit

Retirement Summit Ralph and David Hicks of The Retirement Solutions Show brought the Retirement Summit to life in 2016. Check back in spring 2019 for the next dates!

Ralph and David Hicks of The Retirement Solutions Show and Oakmont Advisory founded The Retirement Summit to help members of their community understand the ins-and-outs of retiring in today's world. As the political and financial landscapes change over time, so must your investment strategy. The retirement your parents experienced is a thing of the past. Today's economy requires a smarter, more pro-active approach to investing.

Many people dream of retiring to warm weather states like Florida or Arizona and spending leisurely days golfing, fishin...
09/19/2018

Many people dream of retiring to warm weather states like Florida or Arizona and spending leisurely days golfing, fishing or walking along the beach. But those dreams can easily turn into a big retirement mistake.

Buying the wrong home in retirement could be disastrous, both emotionally and financially.

Retirement is not always permanent. Lack of enough money is one reason retirees go back to work. But other people strugg...
09/16/2018

Retirement is not always permanent. Lack of enough money is one reason retirees go back to work. But other people struggle to find fulfillment in retirement and choose to take on a new job.

Create a retirement that is sustainable and financially secure.

While owning during retirement has its benefits, there's one major drawback to also be aware of.
09/15/2018

While owning during retirement has its benefits, there's one major drawback to also be aware of.

Homeownership in retirement certainly has its benefits. It's the unknown costs that come along with it that can throw your finances out of whack.

Could you get by on the average American's retirement income? The average household led by a retiree makes $48,000 annua...
09/15/2018

Could you get by on the average American's retirement income? The average household led by a retiree makes $48,000 annually before taxes and spends roughly $46,000 a year.

The biggest source of retirement income is Social Security, so here's how to maximize your savings and benefits

A special opportunity to do some serious tax-planning awaits many people heading into retirement. This sweet spot is the...
09/13/2018

A special opportunity to do some serious tax-planning awaits many people heading into retirement. This sweet spot is the stretch of time that starts after you're done with full-time work and before you begin taking required minimum distributions...

There's a stretch of time when you can often use strategies that minimize the taxes you pay on your assets.

Although the Federal Reserve has steadily increased interest rates, most savers have not been able to benefit.
09/11/2018

Although the Federal Reserve has steadily increased interest rates, most savers have not been able to benefit.

For the first time since the recession, savers can earn more than 3% annually on three-year CDs

It's smart to read up on retirement and to have a plan in place, lest you end up one of the many people working into the...
09/09/2018

It's smart to read up on retirement and to have a plan in place, lest you end up one of the many people working into their late 60s and beyond. Here are 20 things you'd do well to know.

Armed with this information, you can end up richer than you expected -- or at least enjoying more financial security in retirement.

A new survey from Nerdwallet shows that the average American keeps $32,000 in cash. That's a lot of money sitting idle! ...
09/08/2018

A new survey from Nerdwallet shows that the average American keeps $32,000 in cash. That's a lot of money sitting idle! This is something we discussed on the Retirement Solutions Show last week, and it's a mistake that could cost you a good chunk of money in retirement.

Keeping too much money in the bank could mean missing out on the potential rewards that come with investing that money.

The retirement you saw your grandparents — or even your parents — live through will likely not be the retirement you cho...
09/07/2018

The retirement you saw your grandparents — or even your parents — live through will likely not be the retirement you choose for yourself.

9 ways to make the most of your older years

09/07/2018
Yikes... you're not going to like what Bank Rate has to say about New Mexico. Where do you want to retire?
09/06/2018

Yikes... you're not going to like what Bank Rate has to say about New Mexico. Where do you want to retire?

You’ll be surprised at which state earned the top spot. Where does your state rank?

Only 12% of Americans have taken the steps to plan for this important part of retirement.
07/25/2018

Only 12% of Americans have taken the steps to plan for this important part of retirement.

Are you making it, too?

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1801 Mountain Road NW
Albuquerque, NM
87104

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