Does Your Pension Fund Help You Meet Life’s Unexpected Demands

It is very common when individuals explore retirement plan alternatives that they focus on the monthly payments they will receive when they start taking lifetime income.   There are certain circumstances where that criteria can work against what the plan holder needs. Recently a client explored what products would give him the highest monthly income. [...]

By |2020-04-12T23:34:29+00:00November 22nd, 2019|Annuities|

Business Succession

According to California-based exit planner Bill Black, "85% of small businesses have done no planning, leaving their families and employees at risk." Survey after survey indicates that Baby Boomer and Genx business owners have done little to prepare for the day when they will no longer work in their businesses. Unfortunately, exiting a business in [...]

By |2020-04-13T19:23:22+00:00November 20th, 2019|Estate Planning, General Business|

There Are Fees And Then There Are Fees

I believe in full transparency when presenting solutions to my clients for their goals and needs. There is no one perfect product for everyone, and so we need to do a complete fact-finder to find the right product to satisfy the situation. Sometimes there is no solution that I can offer, and I will state [...]

By |2020-04-15T21:14:45+00:00November 18th, 2019|Annuities, Retirement Planning|

Self Directed Individual Retirement Accounts IRA

Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These alternatives to traditional IRAs offer knowledgeable investors the opportunity to customize an exclusive IRA account with a diverse array of products not commonly available in [...]

By |2020-04-16T00:16:45+00:00November 12th, 2019|Retirement Planning|