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Our no cost, no obligation seminar provides the knowledge you need to plan and enjoy your future


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No Cost, No Obligation Retirement Plan Consultation.

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Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

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National Press Turns to Money Matters for insight on issues affecting today's investors. View Recent Press Featuring Ken Moraif:

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Fox Business

Ken Moraif argues that "Buy and Hold" is a flawed strategy.
Click on the image above to watch his interview on Fox Business 'After The Bell'...

Financial & Retirement Planning

Your retirement should be your second childhood without parental supervision.

You should enjoy yourself -- go play, travel, have fun! Stay out late!

To do that you must have a solid financial plan that you have confidence in. Have you ever seen change like we are experiencing now? Have you ever seen deficits like we are running? Markets so volatile? The future so insecure?

If you are concerned about your financial security, please sign up for Ken's next seminar. It's designed for those of you who are at the average retirement age, which is over the age of 50.  You will also get to enjoy some of the now World Famous Oatmeal Raisin and Chocolate Chunk Cookies!

Latest Email Market Alert - click here to Read

The Truth, the Whole Truth, and Nothing but the Truth

Market Alert June 11, 2017: The Truth, the Whole Truth, and Nothing but the Truth

  • The market was down slightly on the back of the biggest tech selloff on the NASDAQ since 2008. (Source: Bloomberg)
  • The Federal Reserve will probably still raise interest rates.
  • The Comey testimony yields no bombshells and the market took it in stride.
  • We continue to stand by our fearless forecast of Dow 23,000, but we are not as confident in it as we were.
Read more ...
View All Email Market Alerts

Latest Financial Tip Video - click here to Watch

The Importance of Rebalancing and What it Means for You

Watch All Financial Tip Videos

Latest Press & News - click here to View

Kiplinger: When a Spouse Inherits an IRA

A spousal IRA heir gets a lot of flexibility in deciding what to do with the account. 

Read the full article and see what Ken had to say:

View All Press & News

Latest Radio Show Podcast - click here to Listen

June 17th, 2017

1) Is There A Recession On The Way?
2) Take Only As Much Risk As Is Necessary To Accomplish Your Financial Goals
3) Taking Social Security Early, A Bad Idea?
4) Buy-Hold Myth #5: You Won't Make Any $ Sitting In Cash
5) Estate Tip: What Happens When You Inherit An IRA?
Read more ...
Listen to Our Radio Show Podcasts

Recent Financial Articles & Studies - click here for Information

Taking Social Security Early? Be Careful…

Some people decide to take Social Security (S.S.) before their full retirement age. If you do, you should be aware of the earning limits. If you’re not careful, you could fall awry of what I think are some pretty draconian rules.

Read more ...
View All Articles & Studies