What Are the Pros and Cons of Retirement Annuities?
When most people think about their finances beyond monthly budgeting, they're thinking about retirement and how best to save for it. With market volatility and the potential losses that can…
Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement concept
Is It a Good Idea to Invest in Annuities as a Retirement Plan?
Retirement annuities tend to draw an exceptionally wide range of both positive and negative responses. They offer both an upside – primarily, the potential for a guaranteed stream of income…
Where’s the Financial Planning?
Lately, I have been surprised by many people’s lack of financial planning from the misguided opinions, lack of knowledge or inability to consider other pieces necessary for a strong plan.…
In-Service Withdrawals
But I want to Protect what I have..In-Service Withdrawals! I can’t remember a time when I have received more phone calls about protecting 401(K) balances from clients and referrals. It…
The Power of the Roll-up or Debt Stacking
The Power of the Roll-up or Debt Stacking This concept is one of the fastest, sure fire ways to get out of debt quickly and be financially stress free! This…
The Myths of Long Term Care
The myths of Long term care While I was on vacation recently, I received 2 panicky phone calls from clients that had to make arrangements for loved ones because of…
Annuities: Protection for Your Money & Even Adding Value
Annuities, Protection for Your Money & Even Adding Value! Frankly, if you own a cellphone and drive, then you know the dangers of texting while driving! Besides the distractions and…
Student Loan Consolidation, Know Your Facts
According to studentdebtrelief.us, student loan debt is reaching an all-time high over $1.5 trillion. More importantly is that the average student loan is over $37k, with almost 60% of graduates…
Mutuals vs. ETFs
Mutual Funds vs. ETF’s: Some differences and which is right for you? With all of the choices that investors have, it’s helpful to look at some of the differences between…