I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are used to having fees. . .
I get this question from prospective clients, do you use annuities in your retirement planning? The simple answer is yes. I have multiple annuities as part of my retirement portfolio.. . .
Open Enrollment (AEP) is around the corner, and for 44 million enrolled beneficiaries (1), this becomes a time to take advantage to see what changes are coming up and possibly. . .
Americans have a short memory, especially when the market is on fire like it has been for the last eight years. Records are being broken with the Dow hitting all-time. . .
After experiencing my first hurricane (and coming out unscathed – thank you, God), I realized how important it is to prepare well for the unknown. While we knew about Irma. . .
In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever running race. Without any previous racing experience, he chose for his running debut one. . .
Don’t let fees and expenses erode your retirement account. Last week I met with a couple (I’ll call Bill and Mary) planning to retire in two years. Over their working. . .
Sustainable income, precisely what is it? How could income be sustainable? What happens when interest rates drop, or you live too long? How can it sustain itself? Those are good. . .
1 in 3 Can Barely Afford Medical Care My favorite market is people who are generally overlooked by brokers, people that don’t have investment counselors, and people with a lower. . .
Asset Protection or Asset Speculation, which should you choose? A broad definition of “safe money” is money you can’t afford to lose. Safe Money tells us one thing is true. . .
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