Make Sure You Understand the True Costs No one wants to think or talk about divorce, but the reality is that it does happen. Many people who plan to get. . .
I recently finished reading a book called ‘The Checklist Manifesto.’ It’s a fascinating book written by a surgeon who was struck by the idea that something as simple as a. . .
“Sequence of returns risk is likely to impact your retirement savings for as long as you live. There are, however, several useful techniques you can employ that might minimize the. . .
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of a national health care system in America has been both a hot and cold. . .
Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401(K) accounts or other qualified plans. It is not uncommon for these accounts to. . .
“A true annuity specialist is someone who helps you decide the safe money decision that feels right to you, even if that decision is to purchase nothing at all.”- Ed. . .
As an advisor, I meet with single women quite often. Whether from divorce or their husband’s passing, I see women come into my office frustrated and fearful. Women have different. . .
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained. . .
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