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 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…
Saving $5 A Day
Just Saving $5 a day Could Change Your Life! What if you could improve dramatically by simply saving just $5 a day? Changing your mindset, being less financially stressed-out, making…
What Does Inflation Mean?
Inflation is the continuous rise in the price of good and services over time. In the past with dropping interest rates, consumers have more money to spend because of less…
Stocks and Taxes
How Will Stocks Affect Your Taxes I have been meeting lots of people lately that are frustrated by all the additional taxes that they have to pay from owning mutual funds last year. Some who…
Different Ways To Grow
Have you ever heard about the DRIP savings plan? Putting money in the stock market has traditionally been a great way to grow your money over the long term. There…