Rob has sent me the following helpful information to follow up on yesterday's meeting: (feel free to continue discussions here with local members)
Ave - there was a gentlemen, I think Frank, who was having some questions about SS supplementary insurance. I didn't really have an answer (I just went with AARP for Mom). However I just read this article which addresses calculating what works best for you. It might help him.
The second was the gentlemen who stated stocks and bonds have always had about the same returns. I checked and even in the last 40-50 years, it is not true. There was a period where it was.
Over the last 36 years they have been about the same
Here are numbers from 1928 onward:
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