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May 4, 2024

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Estate planning is really more about making decisions and being organized than it is anything else. Once you undertake the process decisions need to be made and once that is. . .
May 4, 2024

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Which animal is smarter?  It all depends. Let me explain: In Isaiah Berlin’s famous essay, he divided the world into hedgehogs and foxes, based upon an ancient Greek parable. “The. . .

May 4, 2024

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Most 401 (k)s offer investment options such as mutual funds. Investment options in the mutual funds can be stocks or bonds or a combination of both. As we age, providing. . .
May 4, 2024

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There is no magic bullet when it comes to retiring successfully. Hard work, meticulous planning, and years of dedicated wealth-building are the main ingredients needed to facilitate a prosperous, enjoyable. . .

May 4, 2024

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How much more Federal Budget deficit can we absorb? The US Government just announced that it would run an $897 billion deficit this year, an increase of $120 billion from. . .

May 4, 2024

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A living trust is an important tool in financial planning, and it is vital that you are fully informed about all of the details of this, and other legal documents.. . .
May 4, 2024

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We haven’t seen anything in the past like what is on the verge of happening with the annuity industry. The time will come when annuities will provide the very basis. . .
May 4, 2024

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Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. I was born in 1960, towards the end of the baby boom. My father. . .

May 4, 2024

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Albert Einstein was quoted saying that tax deferral (compounding) is one of the greatest inventions of the modern world. Not only is tax liability deferred but by doing so but. . .
May 4, 2024

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Each month, millions of dollars are being moved from stocks, bonds, mutual funds, variable annuities, ETFs, 401(k)s, and CDs into Fixed Indexed Annuities. Why? The number 1 reason is SAFETY.. . .

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