Nothing is free when it comes to mutual funds Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.” This. . .
Variable annuities have fees, expenses, and charges subtracted from the annuity account value The category, an annuity is a very broad term that covers two different types of actual products. . . .
Is there any downside for gathering a second opinion? To me, the answer would be to confirm that the first opinion is correct or that we have enough information in. . .
When Planning for Retirement Four Common Mistakes Nearly Everyone Makes You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10%. . .
Recession-proof your life by eliminating debt. “History doesn’t repeat itself, but it often rhymes.”– Credited to Mark Twain It’s well understood that boom and bust cycles are an intractable part. . .
Naming a beneficiary on an annuity can help lower probate expenses Annuities are contracts between an individual and an insurance company. Annuity contracts allow for the owner of the annuity. . .
Should auld acquaintances be forgot, And never brought to mind? And never brought to mind, as some stock and bond market investors would prefer? Certain trends that began last year. . .
Can Private Pensions Be The Answer to Failing Corporate Pensions? David March had worked for a trucking company in Ohio for 33 years. He and his wife Sarah had saved. . .
Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .
What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .
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