Articles

February 21, 2023

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Annuity scams are fraudulent schemes targeting individuals looking to invest their money in annuities. Scammers often use high-pressure tactics and make false promises to convince people to invest their money. . .

February 21, 2023

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While this may appear on the surface as a partisan political article, it truly is not. What I say about our politicians, regardless of party affiliation, is this: Once elected,. . .

February 20, 2023

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Becoming financially savvy is key to living a comfortable retirement, so let’s explore how soon to make the most of your money! Money experts agree that certain consumer fees can. . .

February 20, 2023

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Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation. It can be daunting, but it’s necessary for financial and legal protection. In. . .

February 14, 2023

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Just because you retire does not minimize the importance of your credit. How you manage finances during retirement can impact your credit and thus your ability to borrow or increase. . .

February 13, 2023

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What does risk mean when it is concerning your retirement accounts? How do you determine your risk exposure? When considering risk decisions regarding retirement accounts the two most important factors. . .
February 11, 2023

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Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In Houston, Texas, safe and secure for the time being. At this point, I do. . .

February 11, 2023

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As people age, they may find themselves in need of additional financial support. A Home Equity Conversion Mortgage (HECM), the most common type of reverse mortgage, is a type of. . .

February 11, 2023

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There is an old saying about life insurance that describes why a policy is needed. “You buy life insurance because you either love someone or you owe someone.” Life Insurance. . .

February 9, 2023

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Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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