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 not know what awaits my fellow Texans who have been directly affected by the destructive winds and flooding Hurricane Harvey has produced. Nobody does. Like […]
Does a Charitable Gift Annuity make sense for you? A Charitable Gift Annuity may be an option if you have big dreams and a big heart but a shrinking pocketbook (and resources). As a professional Insurance & Retirement advisor, I have been asked, “What are some of the non-traditional charitable gift-giving opportunities by which someone […]
Quarantined, isolated and confused Today, I am sitting in my home, self-isolated, keeping a social distance away from the rest of the world, and I have a slight tickle in my throat. I am watching TV with one eye on the stock market as the Dow drops lower and lower, and with the other […]
Did you know that you can sell all or a portion of your life insurance policy, even term insurance? If you are 65 or older and experienced a change in health or the need for your life insurance has gone away, your policy may be a valuable asset. It can be sold in the same […]
Love them or Hate them, let the benefits they provide speak for themselves There is a well-known Financial Planner, and you may have seen him appear on television and in print advertising, who has built his reputation by making this bold and controversial statement. “I hate annuities…”. The intent of this paper is not to […]
A year ago, August 29, 2017, I was sitting in my home in the dark, safe and secure for the time being, nervously anticipating the arrival of a destructive force of nature called Hurricane Harvey. I live in Houston, Texas. As was reported through 24/7 media coverage, Harvey landed on the Texas Gulf Coast that […]
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