Chat Transcript – September 13, 2010 with Special Guest Bob Roberts, Regional President First Citizen’s Bank

Posted on September 14, 2010 - Filed Under Chat Transcripts | Leave a Comment

mr.holtzman hello
Mike_Summey Hi everyone! Looks like I’m late.
Mike_Summey Hi Greg.
Greg_in_Boston Hi Mike … how ya doin’!?
Mike_Summey Hi Bob Roberts. Glad you could join us tonight.
Mike_Summey Hi Dennis
bob_roberts Thanks…glad to be in.
Dennis Hi Mike
Mike_Summey Did everyone get my late email about Bob?
Dennis yes
mr.holtzman yep, welcome bob
Mike_Summey He is the Western Regional President of First Citizen’s Bank.

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Current Conditions Dictate Lifestyle Changes For Many

Posted on September 14, 2010 - Filed Under Success Tips Articles | Leave a Comment

According to a recent study by Ernst & Young LLP, nearly three out of five middle class retirees will outlive their financial assets. The report, conducted on behalf of Americans for Secure Retirement, found that of those who have only Social Security as a guaranteed retirement income, over 90 percent will outlive their financial assets. That’s a frightening statistic for Baby Boomers who are now beginning to retire.

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