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February 7, 2019

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Potential growth for the educated investor Most small and mid-sized business owners spend more time worrying about bringing in investments and additional funding than thinking about what to do with. . .

February 6, 2019

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Nothing is free when it comes to mutual  funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .

February 6, 2019

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Consider health planning when thinking about retirement planning Health Planning For Retirement: Frequently Asked Questions You may think that retirement is a long way off, especially if you’ve recently changed. . .

February 6, 2019

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Customizing your retirement options might be a great idea Coming at the rear end of a long list of requirements and necessities competing for attention, retirement plans for both employer. . .

February 6, 2019

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Does a simple 401(k) make sense for you? This lower-cost, easily administered plans may be appealing in a sluggish economy. What do you know about the SIMPLE 401(k)? Most business. . .

February 4, 2019

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Learn annuities, love annuities Some people find annuities difficult to understand. This can be due to the many different types of annuities or the fact that they are so unique. . .

February 4, 2019

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Currently, there are well over 1,200,000 life insurance agents in the United States. How can you ever decide which one is best for you? Plus there’s all this “fiduciary” stuff. . .

February 4, 2019

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Paycheck to paycheck, what happens when your transmission fails? Concern by many employers that will need to increase their minimum hourly employee compensation is a significant concern. The federal government. . .

February 4, 2019

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Variable annuities have fees, expenses, and charges subtracted from the annuity account value The category, an annuity is a very broad term that covers two different types of actual products. . . .

February 4, 2019

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Two things have happened that cause great concern for our future medical care. Both costs and health care are in peril. With the advent of the Affordable Care Act (ACA),. . .

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